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
How Davis NY Venture is Benefiting in this Transitioning Market
The end of the easy-money era, why fundamentals matter again and drivers of recent performance
Video
The Return to Rationality
The bursting of the easy money bubble marks a huge transition for the markets
Video
Investor Implications of Rising Rates
How the end of the free money era is ending the distortions of the past decade and returning rationality to the markets