Davis Investor Education

INVESTOR EDUCATION ON DAVIS ADVISORS
Important Facts on the Davis New York Venture Fund

Concisely outlines key attributes of the fund, including our consistent historical long-term performance, our below-average expenses and turnover, our experienced managers, and the recognition we have received for shareholder stewardship.

Past performance is not a guarantee of future results. There is no guarantee that Davis New York Venture Fund will continue to deliver consistent investment performance. Expenses and turnover will vary.

Davis New York Venture Fund Brochure

Details what distinguishes Davis Advisors and the fund, and why these attributes should be important to investors interested in pursuing long-term wealth.

The Wisdom Of the Davis Investment Discipline

Illustrates how the "slow and steady" Davis Investment Discipline does not have to outperform every benchmark in every year to end up outperforming the benchmarks over the long term.

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.

Davis Funds Receive Morningstar’s Highest
Stewardship Grade

Recently, Morningstar began issuing "Stewardship Grades", measuring an investment manager's commitment to shareholders interests. Of the 1052 funds graded, only 65 funds or less than 10% of funds earned the highest overall Stewardship grade of "A". Of these 65 funds, five are Davis Funds.

The Davis Investment Discipline

Detail on the Davis Investment Discipline, the evolution of this approach over three generations of successful investors, information regarding our process for selecting stocks and what we look for in a company, as well as a profile of the investment professionals at Davis.


DAVIS FUNDS IN THE NEWS
Reprint: "Value Investor Insight" -
Portfolio Manager Interview

Portfolio Managers Chris Davis and Ken Feinberg discuss their application of the Davis Investment Discipline though specific company examples.

Reprint: Smart Money Magazine -
"World's Greatest Investors"

INSIGHTS FOR SUCCESSFUL INVESTING
The Successful Investor
Insights into the types of investor behavior that we believe foster the creation of long term wealth. Covers such important themes as: expecting and dealing with uncertainty, setting realistic equity return expectations, focusing on the "knowable and important", why emotions can prompt investors to "Buy High / Sell Low", why patience can provide a real investment advantage and more.
How to Read Mutual Fund Advertisements Describing Total Return

This hypothetical advertisement allows the investor to read mutual fund ads with a critical eye and make decisions more appropriate for their long-term goals (Copyright © 2003 by the Investment Company Institute)

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

This resource provides a guide to the investor seeking to reduce the sales charge applied to a purchase of "Class A" shares.


* All equity investments involve risk. No investor is guaranteed a profit.