Portfolio Commentaries


SHELBY M.C. DAVIS - ADVISOR AND FOUNDER
Investing in Today's Global Economy
By Shelby M.C. Davis - Advisor and Founder of Davis Advisors

DAVIS NEW YORK VENTURE FUND
Portfolio Manager Commentary - Annual Review

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

Portfolio Review

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


DAVIS FINANCIAL FUND
Portfolio Manager Commentary - Annual Review

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


DAVIS OPPORTUNITY FUND
Portfolio Manager Commentary - Annual Review

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

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


DAVIS APPRECIATION AND INCOME FUND
Portfolio Manager Commentary - Annual Review

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


DAVIS GLOBAL FUND
Portfolio Review

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