Manager Commentary
Timely insights and analysis from the Davis portfolio management team.
| Fund | Manager Commentary |
|---|---|
| New York Venture Fund | Manager Commentary - Fall Review 2024 |
| International Fund | Manager Commentary - Semi-Annual Review 2024 |
| Global Fund | Manager Commentary - Semi-Annual Review 2024 |
| Financial Fund | Manager Commentary - Semi-Annual Review 2024 |
| Opportunity Fund | Manager Commentary - Semi-Annual Review 2024 |
| Real Estate Fund | Manager Commentary - Semi-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
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
The Attributes We Believe Investors Should Seek When Selecting an Investment Manager (2:25)
Look for the same characteristics in an investment manager that you'd look for in a company: a track record of execution, resilience, adaptability to change