Investor Education

Davis Investor Center View

Video Series: Christopher C. Davis discusses why we are optimistic about equities in the decade ahead and how our Portfolio is positioned.

The Wisdom of Great Investors Download View

Timeless principles that have guided some of history's most successful investors, including Warren Buffett, Ben Graham, Peter Lynch, and others.

Fortune Magazine – Warren Buffett: “Why stocks beat gold and bonds” Download 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).
Successful Investor Download

Insights into the types of investor behavior that we believe foster the creation of long term wealth.

O. Mason Hawkins letter to the SEC Download O. Mason Hawkins of Southeastern Asset Management writes to the SEC regarding high-frequency trading (referred to in the Davis New York Venture Fund Manager Commentary, Semi-Annual Review 2011).
2011 Financial Report of the U.S. Government Download

The 2011 update of the government report referred to in the Davis New York Venture Fund Manager Commentary, Annual Review 2009.

Breakpoints - How To Reduce Your Sales Charge On Class A Shares View

A guide to reducing the sales charge applied to purchases of Class A shares.

How to Read Mutual Fund Advertisements Describing Total Return Download

This hypothetical advertisement helps investors read mutual fund ads with a critical eye. (Copyright © 2003 by the Investment Company Institute)

All equity investments involve risk. No investor is guaranteed a profit. Past performance is not a guarantee of future results. Davis Distributors, LLC, is the distributor of the Davis Funds.