Commentary
Timely insights and analysis from the Davis portfolio management team.
| Fund | Commentary |
|---|---|
| Large Cap Value SMA Portfolio | Commentary - Annual Review 2025 |
| All-Cap SMA Portfolio | Commentary - Winter Update 2025 |
| International ADR SMA Portfolio | Commentary - Winter Update 2025 |
| Global ADR SMA Portfolio | Commentary - Winter Update 2025 |
Mastering the Mental Game of Investing
A video series to help you develop the mindset of a successful investor.
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2025 Message on the Markets and Davis Large Cap SMA
PM Chris Davis on the big technological and market transitions unfolding – and the advantages our investment discipline has in this environment
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