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Manager Commentaries

Portfolio Managers discuss the markets, top holdings and investment results.

Fund Manager Commentary
New York Venture Fund
  • Video Manager Commentary – Annual Review 2025
International Fund
  • Manager Commentary - Annual Review 2026
  • Video Manager Commentary – Annual Review 2025
Global Fund
  • Manager Commentary - Annual Review 2026
  • Video Manager Commentary – Annual Review 2025
Financial Fund
  • Manager Commentary - Annual Review 2026
Opportunity Fund
  • Manager Commentary - Annual Review 2026
Real Estate Fund
  • Manager Commentary - Annual Review 2026

Mastering the Mental Game of Investing

A video series to help you develop the mindset of a successful investor.

Watch the Series
Davis Funds
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      • Equity Portfolio
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    • All-Cap SMA Portfolio
    • International ADR SMA Portfolio
    • Global ADR SMA Portfolio
    • Davis ETFs
  • Commentary / Videos
    • Manager Commentaries
    • Video Library
  • Education
    • Investing in the AI Age
    • Successful Investing Library
    • Mastering the Mental Game of Investing
    • Wisdom of Great Investors
    • Wisdom of Great Investors – Quotes
  • Resources
    • Resources & Literature
    • Regulatory Documents
    • Applications & Forms
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    Davis Distributors, LLC, 2949 East Elvira Road, Suite 101, Tucson, AZ 85756

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