Portfolio Commentaries


DAVIS NEW YORK VENTURE FUND
Portfolio Manager Commentary - Annual Review 2009

An interview with Davis New York Venture Fund Managers Christopher C. Davis and Kenneth Charles Feinberg.

Portfolio Review - Winter 2010

Davis Advisors provides a brief statement about portfolio performance, company positions, and the stock market environment over the most recent quarter.

Portfolio Manager Commentary -
2009 Semiannual Review (June 2009)

Archived version of the 2009 Semiannual Review (6/09) with Portfolio Managers Christopher C. Davis and Kenneth Charles Feinberg (referenced in the new "Annual Review 2009" Commentary)

Portfolio Manager Commentary -
2008 Annual Review (December 2008)

Archived version of the 2008 Year End Review with Portfolio Managers Christopher C. Davis and Kenneth Charles Feinberg (referenced in the new "Annual Review 2009" Commentary)


DAVIS FINANCIAL FUND
Portfolio Manager Commentary - Annual Review 2009

Portfolio Managers Kenneth Charles Feinberg and Charles Cavanaugh offer their thoughts on the financial sector, individual companies, and recent portfolio performance on an annual basis.


DAVIS OPPORTUNITY FUND
Portfolio Manager Commentary - Annual Review 2009

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


DAVIS REAL ESTATE FUND
Portfolio Manager Commentary - Annual Review 2009

Portfolio Managers Andrew Davis and Chandler Spears offer their thoughts on the real estate market, individual companies, and recent portfolio performance on a semi-annual basis.


DAVIS APPRECIATION AND INCOME FUND
Portfolio Manager Commentary - Annual Review 2009

Portfolio Managers Andrew Davis and Keith Sabol offer their thoughts on the convertible securities market, individual companies, and recent portfolio performance on a semi-annual basis.


DAVIS GLOBAL FUND
Portfolio Review - Winter 2010

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

 






























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