SMAs
Large Cap Value SMA Portfolio
| Resource | Date |
|---|---|
| Quarterly Review Book | September 2025 |
| Fact Sheet | December 2025 |
| Manager Commentary - Fall Update 2025 | September 2025 |
| Davis Large Cap Value SMA: Selective. Attractive Growth. Undervalued.1 | December 2025 |
| Davis Large Cap Value SMA: A History of Outperformance | September 2025 |
| Davis Large Cap Value SMA: Attractive Growth. Undervalued. World Class Businesses. | December 2025 |
| Portfolio Holdings | December 2025 |
| Davis LCV SMA: A History of Attractive Results | December 2025 |
| Davis LCV SMA: A Premier Value-Oriented Strategy | September 2025 |
All-Cap SMA Portfolio
| Resource | Date |
|---|---|
| Quarterly Review Book | September 2025 |
| Fact Sheet | December 2025 |
| Manager Commentary - Fall Update 2025 | September 2025 |
| Davis All-Cap SMA: Selective. Attractive Growth. Undervalued.1 | December 2025 |
| Portfolio Holdings | December 2025 |
International ADR SMA Portfolio
| Resource | Date |
|---|---|
| Quarterly Review Book | September 2025 |
| Fact Sheet | December 2025 |
| Manager Commentary - Fall Update 2025 | September 2025 |
| Davis International ADR SMA: Selective. Attractive Growth. Undervalued.1 | December 2025 |
| Portfolio Holdings | December 2025 |
Global ADR SMA Portfolio
| Resource | Date |
|---|---|
| Quarterly Review Book | September 2025 |
| Fact Sheet | December 2025 |
| Manager Commentary - Fall Update 2025 | September 2025 |
| Davis Global ADR SMA: Selective. Attractive Growth. Undervalued.1 | December 2025 |
| Portfolio Holdings | December 2025 |
Investing Insights
About Davis SMA Portfolios
| Resource | Date |
|---|---|
| Selective. Attractive Growth. Undervalued. | December 2025 |
| The Davis Research Methodology | December 2025 |
1
The Attractive Growth and Undervalued reference in this piece relates to underlying characteristics of the portfolio holdings. There is no guarantee that the Portfolio’s performance will be positive as equity markets are volatile and an investor may lose money.