Manager Commentary
Timely insights and analysis from the Davis portfolio management team.
| Fund | Manager Commentary |
|---|---|
| New York Venture Fund | Manager Commentary - Annual Review 2024 |
| International Fund | Manager Commentary - Annual Review 2024 |
| Global Fund | Manager Commentary - Annual Review 2024 |
| Financial Fund | Manager Commentary - Annual Review 2024 |
| Opportunity Fund | Manager Commentary - Annual Review 2024 |
| Real Estate Fund | Manager Commentary - Annual Review 2024 |
Mastering the Mental Game of Investing
A video series to help you develop the mindset of a successful investor.
Watch the SeriesVideo Library
Video
Lessons Learned from Charlie Munger
PM Chris Davis on the deep insights he gained from Berkshire Hathaway’s Charlie Munger on successful investing, the importance of stewardship, and “living a life in a web of deserved trust”
Video
PM Chris Davis Update on Davis NY Venture Fund
What investors need to focus on through 2024; why the fund’s attractive growth and low valuations position it well for a market in transition.
Video
Lessons Learned from Charlie Munger
PM Chris Davis on the deep insights he gained from Berkshire Hathaway’s Charlie Munger on successful investing, the importance of stewardship, and “living a life in a web of deserved trust”