Manager Commentary
Timely insights and analysis from the Davis portfolio management team.
| Fund | Manager Commentary |
|---|---|
| New York Venture Fund | Davis NY Venture Fund PM Commentary with Chris Davis |
| International Fund | Davis International Fund PM Commentary with Danton Goei |
| Global Fund | Davis Global Fund PM Commentary with Danton Goei |
| Financial Fund | Manager Commentary - Annual Review 2026 |
| Opportunity Fund | Manager Commentary - Annual Review 2026 |
| Real Estate Fund | Manager Commentary - Annual Review 2026 |
Mastering the Mental Game of Investing
A video series to help you develop the mindset of a successful investor.
Watch the SeriesVideo Library
Video
Davis NY Venture Fund PM Commentary with Chris Davis
How we beat the benchmarks in 2025 while underweighting the “Mag 7”; where we see biggest opportunities now and bubbles to avoid
Video
Davis NY Venture Fund Strong Results in 2025
PM Chris Davis takes a closer look at what helped the Davis NY Venture Fund deliver strong results in 2025
Video
Davis Global Fund PM Commentary with Danton Goei
How the Fund outperformed the benchmark in 2025 and since its inception in 2004, where we are looking now