Commentary
Timely insights and analysis from the Davis portfolio management team.
| Fund | Commentary |
|---|---|
| Large Cap Value SMA Portfolio | Commentary - Fall Update 2024 |
| All-Cap SMA Portfolio | Commentary - Fall Update 2024 |
| International ADR SMA Portfolio | Commentary - Fall Update 2024 |
| Global ADR SMA Portfolio | Commentary - Fall Update 2024 |
Mastering the Mental Game of Investing
A video series to help you develop the mindset of a successful investor.
Watch the SeriesVideo Library
The Most Important Things We Believe Equity Investors Should Focus on Today (6:07)
Why we believe selectivity is more important in a time of great market and economic transition and highs in both market concentration and valuations
Rigorous Research & Selectivity are Critical in Today’s Market (2:18)
Why we’re focused intently on identifying resilient companies with above average growth prospects - and not overpaying
The Attributes We Believe Investors Should Seek When Selecting an Investment Manager (2:30)
Look for the same characteristics in an investment manager that you'd look for in a company: a track record of execution, resilience, adaptability to change