Fund Literature


Davis Advisors provides these resources to help inform investors on such subjects as the “Davis Investment Discipline” as applied to the Davis Opportunity Fund and specific information on the portfolio, including holdings and performance record.

FUND FACTSHEET
Davis Opportunity Fund

This resource provides a quick overview of the "Davis Investment Discipline" and profiles of the Davis Opportunity Fund, including portfolio holdings as well as several representations of our long-term performance.

Important Facts on the Davis Opportunity Fund
Davis Opportunity Fund Quarterly Portfolio Composition

PORTFOLIO COMMENTARIES
Portfolio Manager Commentary - Annual Review

The Fund research team discusses the portfolio, performance and provides further information on the fund's research discipline.


INVESTOR EDUCATION
Davis Opportunity Fund brochure

A concise overview of the fund, management team, portfolio characteristics and performance.

Unique Characteristics of the Davis Opportunity Fund

Reviews the specific attributes of the fund and profiles who may consider investing in this Portfolio.


ANNUAL & SEMI-ANNUAL REPORTS


Davis has created these reports to help investors understand how the managers have directed the fund over the past year. The reports also include overviews of performance, portfolio holdings and transactions over the period, as well as an outline of the fund's financials. Among other important notes, it also includes information regarding the corporate governance of Davis Advisors.

Fund Semiannual Report
Fund Annual Report
N-Q Filing: Davis Series Portfolio Holdings
Statement of Additional Information: Davis Series