Manager Commentary
Timely insights and analysis from the Davis portfolio management team.
| Fund | Manager Commentary |
|---|---|
| New York Venture Fund | Manager Commentary - Annual Review 2025 |
| International Fund | Manager Commentary - Semi-Annual Review 2024 |
| Global Fund | Manager Commentary - Semi-Annual Review 2024 |
| Financial Fund | Manager Commentary - Annual Review 2025 |
| Opportunity Fund | Manager Commentary - Annual Review 2025 |
| Real Estate Fund | Manager Commentary - Annual Review 2025 |
Mastering the Mental Game of Investing
A video series to help you develop the mindset of a successful investor.
Watch the SeriesVideo Library
New Video Interview with Barron’s and Chris Davis
What types of stocks to own during this period of market and economic transition, high valuations and investor complacency.
The Most Important Things We Believe Equity Investors Should Focus on Today (6:18)
Why we believe selectivity is more important in a time of great market and economic transition and highs in both market concentration and valuations
Rigorous Research & Selectivity are Critical in Today’s Market (2:14)
Why we’re focused intently on identifying resilient companies with above average growth prospects - and not overpaying