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 |
Video 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