Davis Family of Portfolios

    Portfolios

    Fund Overview Downloads

    The goal of the Davis Large Cap Value SMA Portfolio is long-term capital appreciation. The Fund uses the signature Davis Investment Discipline to uncover  large cap, durable, well-managed businesses that we can purchase at value prices and hold for the long term.

    The goal of the Davis All-Cap SMA Portfolio is long-term capital appreciation. The Fund uses the signature Davis Investment Discipline to  uncover attractive investment opportunities across a range of market capitalizations, industries and sectors.

    The goal of the Davis Global ADR SMA Portfolio is long-term capital appreciation. The Fund uses the  signature Davis Investment Discipline to  identify attractive investment opportunities both within and outside the United States, in developed and developing markets.

    The goal of the Davis International ADR SMA Portfolio is long-term capital appreciation. The Fund uses the signature Davis Investment Discipline to  uncover attractive investment -opportunities outside the United States, in both developed and developing markets.




    All investments involve risk. No investor is guaranteed a profit. Past performance is not a guarantee of future results. Davis Distributors, LLC, is the distributor of the Davis Funds.