Tech, Semis, Financials and other themes we expect to drive returns
Related Videos
Video
Why We Believe Select Banks are Undervalued Today
Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.
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
Share this Video
Click here for current fund holdings: DNYVF