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| Davis Investor Education |
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| INVESTOR EDUCATION ON DAVIS ADVISORS | |
| Important Facts on the Davis New York Venture Fund |
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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. |
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| Davis New York Venture Fund Brochure |
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Details what distinguishes Davis Advisors and the fund, and why these attributes should be important to investors interested in pursuing long-term wealth. |
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| The Wisdom Of the Davis Investment Discipline |
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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. |
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| Davis Opportunity Fund brochure |
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A concise overview of the fund, management team, portfolio characteristics and performance. |
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| Unique Characteristics of the Davis Opportunity Fund |
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Reviews the specific attributes of the fund and profiles who may consider investing in this Portfolio. |
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| Davis Funds Receive Morningstar’s Highest Stewardship Grade |
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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. |
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| The Davis Investment Discipline |
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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. |
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| DAVIS FUNDS IN THE NEWS | |
| Reprint: "Value Investor Insight" - Portfolio Manager Interview |
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Portfolio Managers Chris Davis and Ken Feinberg discuss their application of the Davis Investment Discipline though specific company examples. |
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| Reprint: Smart Money Magazine - "World's Greatest Investors" |
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| INSIGHTS FOR SUCCESSFUL INVESTING | |
| The Successful Investor |
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| 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 |
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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) |
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| 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. |
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* All equity investments involve risk. No investor is guaranteed a profit. |
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