Mutual Funds
New York Venture Fund
| Resource | Date |
|---|---|
| Fund Fact Sheet | March 2025 |
| Manager Commentary - Annual Review 2025 | December 2024 |
| Davis New York Venture Fund: Selective. Attractive Growth. Undervalued. | March 2025 |
| Barron's Interview with PM Chris Davis: Real Value to be Found Between the Extremes | November 2024 |
| Quarterly Outlook – First Quarter 2025 | January 2025 |
| Value Investor Insight: PM Chris Davis on Financials | February 2024 |
| A History of Long Term Outperformance | March 2025 |
| Forbes Interview: PM Chris Davis on a Transitioning Market | April 2024 |
| Davis Research: Uncovering Value in Clean Energy | December 2023 |
International Fund
| Resource | Date |
|---|---|
| Fund Fact Sheet | March 2025 |
| Manager Commentary - Annual Review 2025 | December 2024 |
| Davis International Fund: Selective. Attractive Growth. Undervalued. | March 2025 |
Global Fund
| Resource | Date |
|---|---|
| Fund Fact Sheet | March 2025 |
| Manager Commentary - Annual Review 2025 | December 2024 |
| Davis Global Fund: Selective. Attractive Growth. Undervalued. | March 2025 |
| Davis Research: Uncovering Value in Clean Energy | December 2023 |
Financial Fund
| Resource | Date |
|---|---|
| Fund Fact Sheet | March 2025 |
| Manager Commentary - Annual Review 2025 | December 2024 |
| Davis Financial Fund: Selective. Attractive Growth. Undervalued. | March 2025 |
| Value Investor Insight: PM Chris Davis on Financials | February 2024 |
| Davis Financial Fund Brochure | March 2025 |
Opportunity Fund
| Resource | Date |
|---|---|
| Fund Fact Sheet | March 2025 |
| Manager Commentary - Annual Review 2025 | December 2024 |
| Davis Opportunity Fund: Selective. Attractive Growth. Undervalued. | March 2025 |
| Davis Research: Uncovering Value in Clean Energy | December 2023 |
Balanced Fund (formerly Appreciation and Income Fund)
| Resource | Date |
|---|---|
| Fund Fact Sheet | March 2025 |
Real Estate Fund
| Resource | Date |
|---|---|
| Fund Fact Sheet | March 2025 |
| Manager Commentary - Annual Review 2025 | December 2024 |
Government Bond Fund
| Resource | Date |
|---|---|
| Fund Fact Sheet | March 2025 |
Government Money Market Fund
| Resource | Date |
|---|---|
| Fund Fact Sheet | March 2025 |
Variable Accounts
Equity Portfolio (formerly Value Portfolio)
| Resource | Date |
|---|---|
| Fund Fact Sheet | March 2025 |
Real Estate Portfolio
| Resource | Date |
|---|---|
| Fund Fact Sheet | March 2025 |
Financial Portfolio
| Resource | Date |
|---|---|
| Fund Fact Sheet | March 2025 |
Investing Insights
About Davis Advisors
| Resource | Date |
|---|---|
| Selective. Attractive Growth. Undervalued. | March 2025 |
| The Davis Research Methodology | December 2024 |
Successful Investing
| Resource | Date |
|---|---|
| Value Investor Insight: PM Chris Davis on Financials | February 2024 |
| Quarterly Outlook – First Quarter 2025 | January 2025 |
| The Wisdom of Great Investors | January 2023 |
| Mastering the Mental Game of Investing | March 2023 |
| Davis Research: Uncovering Value in Clean Energy | December 2023 |
| Wisdom of Great Investors – Quotes | March 2023 |
| Timeless Wisdom for Creating Long Term Wealth | December 2023 |
Managing Your Account
| Resource | Date |
|---|---|
| Breakpoints - How To Reduce Your Sales Charge On Class A Shares | |
| Frequently Asked Questions Regarding Escheatment |