Literature

    Insights into the Portfolios

    Large Cap Portfolio
    Fact Sheet
    Download Goals of the Portfolio, top holdings, characteristics and Portfolio attributes.
    All-Cap Portfolio
    Fact Sheet
    Download

    Goals of the Portfolio, top holdings, characteristics and Portfolio attributes. 

    Global Portfolio
    Fact Sheet
    Download Goals of the Portfolio, top holdings, characteristics and Portfolio attributes.
    International Portfolio
    Fact Sheet
    Download Goals of the Portfolio, top holdings, characteristics and Portfolio attributes.
    Quarterly Review Book: Large Cap Value and All-Cap Portfolios Download

    A comprehensive quarterly update on the two Portfolios, including commentary on investment strategy, performance and Portfolio statistics, and holdings.

    A History of Long-Term Outperformance Download

    Discusses the Davis Large Cap Portfolio's growing success in beating the S&P500® as the holding period increased (ultimately reaching 100%).

    Portfolio Commentaries

    Large Cap Value Portfolio Commentary -
    Fall Update 2017
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    A quarterly discussion of the market environment, Portfolio performance, major positions, and investment opportunities.

    All-Cap Portfolio Commentary -
    Fall Update 2017
    Download View

    A quarterly discussion of the market environment, Portfolio performance, major positions, and investment opportunities.

    Insights into Successful Investing

    A Conversation with
    Chris Davis
    Download

    PM Chris Davis on strategies that can help every investor to become more successful.

    Fortune Magazine – Warren Buffett: “Why stocks beat gold and bonds” Download 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).

    Equity markets are volatile and an investor may lose money. Past performance is not a guarantee of future results.