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
Mastering the Mental Game of Investing

Mastering the Mental Game of Investing

A video series to help you develop the mindset of a successful investor.

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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