Manager Commentary
Timely insights and analysis from the Davis portfolio management team.
Fund | Manager Commentary |
---|---|
New York Venture Fund | Manager Commentary - Annual Review 2023 |
International Fund | Manager Commentary - Annual Review 2023 |
Global Fund | Manager Commentary - Annual Review 2023 |
Financial Fund | Manager Commentary - Annual Review 2023 |
Opportunity Fund | Manager Commentary - Annual Review 2023 |
Real Estate Fund | Manager Commentary - Annual Review 2023 |
Video Library
Video
Separating Risk from Opportunity in China
Reduce potential risk by aligning with founder-led companies that have strong fundamentals and benefit from a growing middle class
Video
Why Invest in Non-U.S. Banks
European banks often have different industry dynamics than U.S. competitors, are often the market leaders of financially-responsible countries, have high dividend yields and attractive multiples
Video
The Case for Investing in Non-U.S. Stocks
After an extended period of underperformance vs the U.S., a case can be made for a turn in this cycle. Today’s 30% discount to domestic markets may offer a compelling starting point