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What makes the Davis Difference? -
New Video Series with Portfolio Manager Chris Davis -
Retirement and Educational
Savings Accounts
Information on Cost Basis Reporting
Literature
Mutual Funds |
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| New York Venture Fund | ||
| Fact Sheet | Download Share | Goals of the Fund, types of companies in the Portfolio, top holdings, Portfolio characteristics, and historical performance. |
| Davis New York Venture Fund – A History of Long Term Outperformance | Download Share | Discusses the Fund’s growing success in beating the S&P500 as investor holding period increased (ultimately reaching 100%). |
| Portfolio Manager Highlights from Recent Investor Conference | Download Share | Our Portfolio Managers on DNYVF’s portfolio of exceptional businesses, and the time-tested discipline that has produced consistent outperformance across our equity funds. |
| Compounding Wealth Since 1969 | Download Share | As equity specialists, Davis has consistently built shareholder wealth. The Davis NY Venture Fund has compounded to double the value of the S&P500 since inception.* |
| A Conversation with Chris Davis | Download Share | PM Chris Davis on strategies that can help every investor to become more successful. |
| Portfolio Composition | Download Share | Quarterly update of portfolio characteristics. |
| International Fund | ||
| Fact Sheet | Download Share | Applying the Davis Investment Discipline to companies outside the United States; Portfolio characteristics, top holdings, and performance. |
| Davis International Fund - A History of Long Term Outperformance | Download Share | Our best ideas outside of the U.S. Outperformed its benchmark over the past decade.^^ |
| The Case for International Investing | View Share | The international opportunity, the global investment landscape, investment themes and ways to put these ideas to work today. |
| Opportunities in International Equities Today (Whitepaper) | Download Share | Why international stocks look attractive, why active management beats passive internationally, long term themes driving international returns. |
| Global Market Overview and Investment Themes | Download Share | Our PMs on global markets and themes presenting the strongest investor opportunities |
| The Case for International Investing (Overview) | Download Share | Top-line review of long term themes driving international returns |
| Barron’s reprint: 4 Underpriced Overseas ‘Compounding Machines’ | View Share | PM Danton Goei on the types of international companies that have driven the Davis International Fund’s performance record |
| Portfolio Composition | Download Share | Quarterly update of portfolio characteristics. |
| Global Fund | ||
| Fact Sheet | Download Share | Applying the Davis Investment Discipline to companies within the United States and around the globe; Portfolio characteristics, top holdings, and performance. |
| Davis Global Fund - A History of Long Term Outperformance | Download Share | Best ideas from the U.S. and around the world. Outperformed its benchmark over the past decade.^^ |
| The Case for International Investing | View Share | The international opportunity, the global investment landscape, investment themes and ways to put these ideas to work today. |
| Opportunities in International Equities Today (Whitepaper) | Download Share | Why international stocks look attractive, why active management beats passive internationally, long term themes driving international returns. |
| Global Market Overview and Investment Themes | Download Share | Our PMs on global markets and themes presenting the strongest investor opportunities |
| The Case for International Investing (Overview) | Download Share | Top-line review of long term themes driving international returns |
| Forbes reprint: 3 Ideas from Davis Global PM Danton Goei | View Share | PM Danton Goei on the research process that produced Davis Global Fund’s attractive record and 3 compelling stock ideas |
| MarketWatch reprint: Rules for a Best-in-Class Money Manager | View Share | PM Danton Goei on 3 rules for success and 3 megatrends benefiting the international investor |
| Highlights from a Recent Investor Conference | Download Share | PM Danton Goei on what has driven the outperformance of the Davis Global Fund,^^ where we are finding opportunity and how investors use in their allocation. |
| FA Magazine: Davis Global Fund in the Spotlight | Download Share | Davis Global Fund PM Danton Goei on keys to building wealth through an unconstrained search for opportunity |
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Davis Global: Ways Investors Use the Fund |
Download Share | How investors use Davis Global Fund to pursue specific portfolio objectives |
| Portfolio Composition | Download Share | Quarterly update of portfolio characteristics. |
| Opportunity Fund | ||
| Fact Sheet | Download Share | How the Fund applies the Davis Investment Discipline to companies of various market capitalizations, Portfolio characteristics, top holdings, and performance. |
| Portfolio Composition | Download Share | Quarterly update of portfolio characteristics. |
| Financial Fund | ||
| Fact Sheet | Download Share | Applying the Davis Investment Discipline to a broad spectrum of financial companies, Portfolio characteristics, top holdings, and performance. |
| Davis Financial Fund—PM Interview | Download Share | PM Chris Davis on how our active, highly-selective approach has led to significant outperformance over the index and XLF since XLF’s inception in 1998^ – and why the under-loved Financials sector is so attractive today. |
| Davis Financial Fund Brochure | Download Share | Fund’s disciplined approach to an unloved sector, and its success in compounding shareholder wealth since 1991*. |
| Portfolio Composition | Download Share | Quarterly update of portfolio characteristics. |
| Real Estate Fund | ||
| Fact Sheet | Download Share | Applying the Davis Investment Discipline to real estate-related businesses, potential asset allocation benefits for investors, Portfolio characteristics, holdings, performance, and more. |
| Portfolio Composition | Download Share | Quarterly update of portfolio characteristics. |
| Appreciation and Income Fund | ||
| Fact Sheet | Download Share | Goals of the Fund, types of companies commonly in the Portfolio, top holdings, Portfolio characteristics and historical performance. |
| Government Bond Fund | ||
| Fact Sheet | Download Share | Goals of the Fund, its role in an investor’s asset allocation strategy, its conservative investment approach, Portfolio characteristics, and long-term performance. |
| Government Money Market Fund | ||
| Fact Sheet | Download Share | Goals of the Fund, its role in an investor’s asset allocation strategy, and its conservative investment approach. |
Variable Annuities |
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| Value Portfolio | ||
| Fact Sheet | Download Share | Goals of the Portfolio, types of companies commonly in the Portfolio, top holdings, and Portfolio characteristics. |
| Real Estate Portfolio | ||
| Fact Sheet | Download Share | Goals of the Portfolio, types of companies commonly in the Portfolio, top holdings, and Portfolio characteristics. |
| Financial Portfolio | ||
| Fact Sheet | Download Share | Goals of the Portfolio, types of companies commonly in the Portfolio, top holdings, and Portfolio characteristics. |
Insights About Davis Advisors |
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| The Davis Family of Funds Distinctive Attributes | Download Share | How Davis' unique culture of rigorous research and stewardship have produced important shareholder benefits, including attractive long-term results, low expenses, low turnover and high alignment of interests. |
| The Davis Research Methodology | Download Share | Davis Advisors unique approach to building long-term wealth through investing in equities, including: what we look for in a company, how we arrive at an appropriate purchase price and the factors that may prompt us to sell a position. |
Insights into Successful Investing |
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| The Case for International Investing | View Share | The international opportunity, the global investment landscape, investment themes and ways to put these ideas to work today. |
| The $1000 Hot Dog – Barron’s article | View Share |
Chris Davis tells Barron’s about the powerful lesson his grandfather taught him about thrift, financial independence and the miracle of compounding. |
| The Case for Active Management – A Look Beyond the Headlines | Download Share | The little-known cyclical nature of active/passive leadership, environments favoring active management, attributes of outperforming managers, and the attractive record of our 5 equity funds |
| The Wisdom of Great Investors | View Share | Timeless principles that have guided some of history's most successful investors, including Warren Buffett, Ben Graham, Charlie Munger, and others. |
| Timeless Wisdom for Creating Long Term Wealth | Download Share | This resource shares three crucial insights to help investors successfully navigate today's market. |
| Fortune Magazine – Warren Buffett: “Why stocks beat gold and bonds” | Download Share | Warren Buffett on the real danger of investments commonly thought of as “safe”, and why “productive assets” like equities offer a much better chance of maintaining purchasing power (compounding wealth after taxes and inflation). |
| Breakpoints - How To Reduce Your Sales Charge On Class A Shares | View Share | A guide to reducing the sales charge applied to purchases of Class A shares. |
| How to Read Mutual Fund Advertisements Describing Total Return | Download Share | This hypothetical advertisement helps investors read mutual fund ads with a critical eye. (Copyright © 2003 by the Investment Company Institute) |
There is no guarantee that the Funds will continue to deliver consistent investment performance. Equity markets are volatile and an investor may lose money. Past performance is not a guarantee of future results. See the respective resources for important legal disclosures. Davis Distributors, LLC, is the distributor of the Davis Funds.
^ Class A shares without a sales charge. Past performance is not a guarantee of future results. XLF is the Financial Select Sector SPDR Fund.
^^ Class A shares without a sales charge. Past performance is not a guarantee of future results.