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
A video series to help you develop the mindset of a successful investor.
Watch the SeriesVideo Library
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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
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The Return to Rationality
The bursting of the easy money bubble marks a huge transition for the markets
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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