Literature
Insights into the Portfolios |
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| Large Cap Value Portfolio: Rolling 10 Year Performance | Download Share |
The Davis Large
Cap Value Portfolio has outperformed the S&P 500®
Index over every 10 year period since 1970. |
| Quarterly Review Book: Large Cap Value and All-Cap Portfolios | Download Share |
A comprehensive quarterly update on the two Portfolios, including commentary on investment strategy, performance and Portfolio statistics, and holdings. |
| All-Cap Portfolio Fact Sheet | Download Share |
Goals of the Portfolio, top holdings, characteristics and Portfolio attributes. |
| Distinctive Characteristics (All-Cap Portfolio) | Download Share |
Specific attributes of the Davis All-Cap Portfolio and profiles of potential investors. |
| How to Use the Davis All-Cap Portfolio | Download Share |
How the Portfolio may be utilized to enhance the long-term wealth-building potential of specific client profiles. |
Portfolio Commentaries |
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Large Cap Value Portfolio Commentary - Spring 2012 |
Download View Share | A quarterly discussion of the market environment, Portfolio performance, major positions, and investment opportunities. |
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All-Cap Portfolio Commentary - Spring 2012 |
Download View Share | A quarterly discussion of the market environment, Portfolio performance, major positions, and investment opportunities. |
Insights About Davis Advisors |
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| The Davis Research Methodology | Download Share |
A brief history of Davis Advisors and our unique approach to building long-term wealth through investing in equities, including: what we look for in a company, how we arrive at an appropriate purchase price and the factors that may prompt us to sell a position. |
Insights into Successful Investing |
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| The Wisdom of Great Investors | Download View Share | Timeless principles that have guided some of history's most successful investors, including Warren Buffett, Ben Graham, Peter Lynch, and others. |
| Fortune Magazine – Warren Buffett: “Why stocks beat gold and bonds” | Download Share | Warren Buffett on the real danger of investments commonly thought of as “safe”, and why “productive assets” like equities offer a much better chance of maintaining purchasing power (compounding wealth after taxes and inflation). |
| Successful Investor | Download Share | Insights into the types of investor behavior that we believe foster the creation of long term wealth. |
Equity markets are volatile and an investor may lose money. Past performance is not a guarantee of future results.