Davis selected funds.
3 days ago · Davis FundsOutperforming the Market.
Davis selected funds This approach makes Selected American Shares an ideal Company Description: Davis Selected Advisers (sometimes known as Davis Advisors) manages a family of about half-a-dozen mutual funds and holds significant equity interests in several public firms. The goal of the Davis Large Cap Value SMA Portfolio is long-term capital appreciation. Also listed is the date the firm first became notice filed or registered in each state. Davis Advisors is an independent investment management firm founded in 1969. , Davis Series, Inc. Fund Description The fund was incepted in February 1933 and is managed by Davis Selected Advisers, L. This business is working in the following industry: Financial services. We seek to purchase these businesses at value prices and hold them for the long term. "By being highly selective and Jul 1, 1999 · Before investing in the Davis Funds, you should carefully consider the investment objectives, risks, charges, and expenses of the Funds. DINT was launched on Mar 1, 2018 and is issued by Davis. A description of these policies and procedures is available (i) without charge, upon request, by calling the Fund toll-free at 1-800-279-0279 and (ii) on the SEC’s website at www. Information page of DAVIS SELECTED ADVISERS LP. May 1, 1993 · From the date that Davis Advisors first began managing the Fund (May 1, 1993) until May 1, 2011, Selected International Fund was named Selected Special Shares and invested primarily in domestic equity securities. Mr. Davis holds investment company directorships in Selected Funds, Davis Funds and Clipper Funds Trust, three fund complexes which are advised by Davis Selected Advisers and other entities controlled by Davis Selected Advisers. (“Davis Advisors” or the “Adviser”), the Fund’s investment adviser, uses the Davis Investment Discipline to invest the Fund’s portfolio principally in common stocks (including indirect holdings of common stock through Depositary Receipts (as defined below)) issued by large companies with market Christopher C. Sep 30, 2025 · Davis Selected Advisers has disclosed 107 total holdings in their latest 13F filing with the SEC for the portfolio date of 2025-09-30. View merger information details and Davis International Fund information. Selected International Fund has merged into Davis International Fund. Prozes received his B. in 1989 as a financial analyst. Uncheck if you no longer want us to remember your Username on this device. Davis New York Venture Fund’s average annual total returns for Class A shares were compared against the returns of the S&P 500 Index as of the end of each quarter for all time periods shown from 2/17/69, through 9/30/25. Email service is intended for general fund inquiries only. About Davis Davis Advisors is an independent, employee-owned investment management firm founded in 1969. 4 days ago · Davis Advisors is an independent investment management firm founded in 1969. 38%. As large shareholders ourselves, we are conscious of tax costs and make every effort to be tax efficient Feb 9, 2025 · Davis Selected Advisers' 13F portfolio saw changes with stake increases in tech and travel, while reducing in financial and tech. Davis Selected Advisers is a large advisory firm with 123 clients and discretionary assets under management (AUM) of $21,527,609,850 (Form ADV from 2025-06-27). . Most recent portfolio value is calculated to be $ 19,154,485,365 USD. We specialize in equities and provide SMAs, Mutual Funds, ETFs and Variable Account Funds. from Stanford University. Jul 1, 1999 · Investment Strategy The goal of the Davis Equity Portfolio is to provide investors access to attractive investment opportunities among large cap, durable, well-managed businesses. Video: You Make Most of Your Money in a Bear Market – You Just Don’t Realize it at the Time (7:14) Historically, market corrections have ultimately been followed by new highs. May 1, 1993 · Investment Strategy The goal of Selected American Shares is to provide investors access to attractive investment opportunities among large cap, durable, well-managed businesses, primarily in the U. Davis joined Davis Advisors in 1989 and has more than 33 years of experience in investment management and securities research. This approach makes the Davis Equity Portfolio an ideal foundation for an investor's portfolio. Sep 30, 2025 · Davis FundsPercentage of 9/30/25 NAV Price This information on 2025 estimated year-end distributions is intended for existing shareholders. Equity ETF Davis Select Financial ETF Davis Selected Advisors is located in Tucson, Arizona, and was founded in 2007. 3 days ago · Davis FundsOutperforming the Market. Investing solely in U. The Davis Select U. , on behalf of its series, DIF, and Selected Nov 17, 2025 · Davis Selected Advisers' Q3 2025 13F portfolio rose to $19. "By being highly selective and rejecting the vast majority of companies in the index, we’ve May 14, 2025 · Davis Selected Advisers’ 13F portfolio value increased to $17. Davis Advisors exercises its voting responsibilities as a fiduciary, solely with the goal of Mr. Read more on the portfolio here. Review Davis's Funds and ETFs, check out Morningstar's ratings for each fund or ETF and quickly see which are the highest or lowest rated funds currently. Using our signature Davis Investment Discipline, the Fund has outperformed the S&P 1500® Index since Davis began managing the Fund. Davis have been running a highly successful business since 1989. com and significant increases in MGM Resorts and Viatris. gov. Most Jan 1, 1999 · The goal of the Davis All-Cap SMA is to create an opportunistic portfolio that can seek attractive businesses across all market caps, industries and sectors. Sort by star rating, and category, or filter by active ETFs, bond ETFs and more. The Fund invests principally in common stocks (including indirect holdings of common stock through Depositary Davis FundsView account information, including balances, distributions and transactional history View and print historical statements Purchase additional shares, exchange shares, or redeem shares Add bank account information for eligible account types Update contact and beneficiary information Sign up for e-delivery of quarterly statements and annual tax statements, as well as prospectuses Track the AUM, funds, and holdings for Davis Selected Advisers LP over time. The current portfolio value is calculated to be $19. Each series of the Trust represents shares of beneficial interest in a separate portfolio of securities and other assets, with its own objective and policies. Davis serves as chairman of Davis Selected Advisers, LP, an investment counseling firm that oversees approximately $70 billion of client assets, including mutual funds and institutional separate accounts. A. 21 Years at Davis Funds Darin Prozes joined Davis Advisors in 2004. Using our signature Davis Investment Discipline, we seek to purchase these businesses at value prices and hold them for the long term. Oct 30, 2025 · Mr. Davis is the President of Davis Selected Advisers and also manages the Davis Real Estate Mutual Fund as well as several private accounts with a focus on real estate. 5 billion from the founding Davis family and Davis Advisors employees and directors. This performance comes during a period of transition across three fronts—economics, technology and geopolitics—which we discuss in detail below. As of December 31, 2024 Oct 1, 2014 · Investment Strategy The goal of the Portfolio is to provide investors access to attractive investment opportunities in the U. Offer the benefits associated with traditional ETFs including low costs, tax efficiency, intra-day trading, and transparency. , Selected International Fund, Inc. The Fund applies our signature Davis Investment Discipline to seek durable, well-managed businesses at value prices and holding them for the long term. For more than half a century, helping investors reach their financial goals through rigorous research, uncommon stewardship and long term results. 13B this quarter. 2 B as of Q3 2025. has contractually agreed to waive fees and/or reimburse the Funds’ expenses to the extent necessary to cap total annual fund operating expenses as shown until March 1, 2025. 71B to $15. We specialize in equities and provide Mutual Funds, SMAs, ETFs and Variable Accounts. The turnover rate is 5%. Compare against similar firms. These transitions DUSA – Davis Select US Equity ETF – Check DUSA price, review total assets, see historical growth, and review the analyst rating from Morningstar. Equity ETF have grown more than the companies in the indexes, yet are significantly less expensive: P/E 42% less expensive than the S&P 500® May 1, 1993 · Using our signature Davis Investment Discipline, we seek to purchase these businesses at value prices and hold them for the long term. Review Selected's Funds and ETFs, check out Morningstar's ratings for each fund or ETF and quickly see which are the highest or lowest rated funds currently. • A time-tested investment discipline offered to clients through ETFs News & Press Selected International Fund Merging into Davis International Fund 2025 Annual Distributions have been posted. Davis Selected Advisers RPFGX portfolio, holdings, 13f and stock picks. While there are many value investors I admire, Davis is among my Oct 21, 2025 · The index is adjusted for dividends, weighted towards stocks with large market capitalizations and represents approximately two-thirds of the total market value of all domestic common stocks. Key Takeaways Davis New York Venture Fund (DNYVF) returned +11. , on behalf of its series, Selected International Fund Historical performance of Davis Selected Advisers, showing the return on investment of the portfolio managed by Chris Davis and comparing it to other hedge funds. Nov 12, 2025 · Davis Selected Advisers, under direction of Chris Davis has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $18. Please read the prospectus carefully before investing or sending money. (“Adviser”) to vote the Fund's portfolio securities in conformance with the Adviser’s Proxy Voting Policies and Procedures. , Davis Variable Account Fund, Inc. , and an Accountant by State Street Bank & Trust Co. Oct 23, 2025 · Davis Advisors is committed to communicating with our investment partners as candidly as possible because we believe our investors benefit from understanding our investment philosophy and approach. Aug 12, 2025 · Davis Selected Advisers’ 13F portfolio grew to $18. sec. Introduction Davis Advisors votes on behalf of its clients in matters of corporate governance through the proxy voting process. Learn more about the portfolio here. Read more about the portfolio here. (“Davis Advisors” or “Adviser”), the Fund’s investment adviser, as the valuation designee for the Fund. Jan 1, 2006 · Investment Strategy The goal of the Clipper Fund is to provide investors access to attractive investment opportunities among large cap, durable, well-managed businesses, primarily in the U. The Fund’s returns assume an investment in Class A shares on the first day of each period with all dividends and capital gain Davis Selected Advisers reported 107 holdings with total value $19. 4 days ago · The companies of Davis Select U. (“Davis Advisors”). You should carefully consider the Fund’s investment objective, risks, charges, and expenses before investing. from Princeton University and his M. Track the AUM, funds, and holdings for Davis Selected Advisers - NY Inc over time. ("Davis Advisors" or the "Adviser"), the fund's investment adviser, uses the Davis Investment Discipline to Applications & Forms - Selected Fund Selected Fund Introduction Davis Advisors votes on behalf of its clients in matters of corporate governance through the proxy voting process. Click for more merger information. com Davis Selected Advisers, L. He is currently the portfolio manager of Davis Selected Advisers, a family office that manages assets for a number of high net worth clients and VC funds. Davis was previously employed as a Portfolio Manager by Davis New York Venture Fund, a Portfolio Manager by Selected American Shares Fund, a Chairman & Chief Executive Officer by Davis Selected Advisers - NY, Inc. P. The Fund offers investors the diversification of the real estate Jun 30, 2024 · Davis ETFs are managed using the Davis Investment Discipline. , on behalf of its series, DIF, and Selected Feb 1, 2020 · This week, we speak with Chris Davis, Chairman and CEO of Davis Selected Advisors, which has over $25 billion under management. stock funds may mean missing the Davis Selected Advisers, L. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). May 10, 2023 · Davis Selected Advisers 13F portfolio value increased from $14. The Davis Research Methodology Davis Advisors 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. Learn more about financial advisors at Davis Selected Advisers Lp with the US News Advisor Finder. Serving both individual and institutional investors, the company oversees approximately $35 billion in assets, including some $1. +6. Davis Andrew A. We specialize in equities and provide Mutual Funds, SMAs, and ETFs. Davis Select U. The fund has consistently grown wealth for shareholders since Davis Advisors began management in 1993. Nov 7, 2025 · Davis FundsOn November 7, 2025, Davis International Fund is expected to acquire all of the net assets of Selected International Fund pursuant to an Agreement and Plan of Reorganization and Liquidation adopted by Davis New York Venture Fund, Inc. Heatmaps of the top 13f holdings and a list of the largest trades made by Davis Selected Advisers, the hedge fund managed by Chris Davis. If you require assistance with your account, please call Investor Services. Davis joined Davis Selected Advisers in 1989 as a financial analyst. Nov 3, 2023 · Here are some other Morningstar Medalist Rating activity highlights from last month. Equity ETF seeks long-term capital growth and capital preservation by investing at least 80% of the net assets plus any borrowings for investment purposes in equity Jun 27, 2025 · Davis Selected Advisers, L. Explore more here. Jul 15, 2022 · Davis Selected Advisers, LP, also known as Davis Advisors, is a financial advisor firm in Tucson, Arizona with billions of dollars in client assets under management. 6 Billion distributed in 107 stocks. B. This approach makes the Clipper Fund an ideal foundation for an Jan 2, 2025 · 2. Davis is a portfolio manager for the Davis Select US Equity ETF and Select Financial ETF. Business Continuity Statement Davis Distributors, LLC Davis Distributors, LLC (Davis), a registered broker-dealer, is a wholly owned subsidiary of Davis Selected Advisers, L. The prospectus and summary prospectus contains this and other information about the Funds. Check out the holdings here. 5 days ago · The Davis Select International ETF (DINT) is an exchange-traded fund that mostly invests in total market equity. Their last reported 13F filing for Q3 2025 included $19,154,485,365 in managed 13F securities and a top 10 holdings concentration of 50. This approach can make the Davis All-Cap SMA a potential foundation for an investor's diversified equity portfolio. Feb 2, 2020 · The transcript from this week’s MiB: Chris Davis, Davis Selected Advisors, is below. The Fund’s returns assume an investment in Class A shares on the first day of each period with all dividends and capital gain Latest statistics and disclosures from Davis Selected Advisers's latest quarterly 13F-HR filing: Top 5 stock holdings are COF, META, AMAT, USB, MGM, and represent 32. View the latest funds and 13F holdings. 15B with 107 holdings, top positions in COF, META, AMAT, BRK, and USB. No other Davis Fund paid a semiannual capital gains distribution. Read more here. Davis Select International ETF and Davis Sep 29, 2024 · Famed value investor Chris Davis runs Davis Selected Advisors, a hedge fund with $19. (Davis Advisors) offers discretionary portfolio management services for various investment vehicles, including registered and unregistered investment companies, private accounts, and managed money/wrap account programs. Davis Selected Advisers’s top holdings are Capital One Financial Corporation (US:COF) , Meta Platforms, Inc. Get information, directions, products, services, phone numbers, and reviews on Davis Selected Advisers - NY in New York, undefined Discover more Investment Advice companies in New York on Manta. S. 7% outperforming the S&P 500 Index. Davis Advisors is an independent, employee-owned investment management firm founded in 1969. Thus, consolidation of the fund boards will eliminate overlap in reducing the combined number of Board meetings from eight meetings per year to four meetings per year. 9 billion in assets under management. ‘Unselected’ It’s been a rough decade for Davis Selected Advisors. Security Valuation - The Fund’s Board of Directors has designated Davis Selected Advisers, L. 83B in Q3 2024, with new stakes in Trip. Click here to read more about holdings and trades for Q1 2023. The top three holdings make up approximately 26% of the portfolio. Davis Advisors | 2,035 followers on LinkedIn. Davis New York Venture Fund also paid a semiannual capital gains distribution. The firm employs a small team of financial advisors that focuses on mostly institutional and sub-advisory services. Oct 21, 2025 · SLASX - Selected American Shares S - Review the SLASX stock price, growth, performance, sustainability and more to help you make the best investments. Davis SMA Portfolios | Davis SMA - Davis Advisors Davis Funds Davis Advisors is an independent, employee-owned investment management firm founded in 1969. Davis FundsDarin Prozes 21 Years Industry Experience 21 Years at Davis Advisors Darin Prozes joined Davis Advisors in 2004. The Fund applies our signature Davis Investment Discipline to seek financial companies with competitive advantages, strong balance sheets, solid free cash flows, earnings growth potential, and proven outstanding management. from the Stanford Graduate Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. Davis Selected Advisers, L. In 1995, he became a portfolio manager of the firm’s flagship funds, Davis New York Venture Fund and Selected American Shares. (“Davis Advisors” or the “Adviser”), the Fund’s investment adviser, uses the Davis Investment Discipline to invest the Fund’s portfolio principally in common stocks (including indirect holdings of common stock through Depositary Receipts, as defined below) issued by both United States and foreign Get information, directions, products, services, phone numbers, and reviews on Davis Selected Advisers - NY in New York, undefined Discover more Investment Advice companies in New York on Manta. Davis Selected Advisers (sometimes known as Davis Advisors) manages a family of about half-a-dozen mutual funds and holds significant equity interests in several public firms. +6. (“Davis Advisors” or the “Adviser”), the Fund’s investment adviser, uses the Davis Investment Discipline to invest the Fund’s portfolio principally in common stocks (including indirect holdings of common stock through Depositary Receipts, as defined below) issued by foreign companies, including Sep 24, 2025 · A current Davis Fund prospectus must accompany or precede this material if it is distributed to prospective shareholders. 3 days ago · Davis Advisors is an independent investment management firm founded in 1969. Investment Team Biographies Christopher C. Davis also sits on the Board of Directors of Coca Cola, and is Vice Chairman of the American Museum of Natural History. Davis Advisors provides discretionary portfolio management services, serving as investment adviser or sub-adviser for registered investment companies (including the Davis ETFs, Davis Funds, Selected Funds, and Clipper Fund), unregistered investment companies, offshore funds, private accounts, and other pooled investment vehicles. 7B in Q2 2025, with increased diversification. Davis joined Davis Selected Advisers-NY, Inc. 20% for the S&P 500 Index. 20% for the S&P 500 Index, adding to a record of outperformance that stretches back more than 55 years to our inception in 1969. Davis FundsSelected International Fund Will Reorganize Into Davis International Fund - On November 7, 2025, Davis International Fund (“DIF”) is expected to acquire all of the net assets of Selected International Fund (“SIF”) pursuant to an Agreement and Plan of Reorganization and Liquidation adopted by Davis New York Venture Fund, Inc. 8 BN dollars in regulatory AUM and has 189 employees, of which 17 perform investment advisory functions. 51% in the first half of 2025 vs. Davis Selected Advisers has disclosed 107 total holdings in their latest SEC filings. Dec 1, 1994 · Investment Strategy The goal of the Fund is to create an opportunistic portfolio that can seek attractive businesses across all market caps, industries and sectors. Read the prospectus carefully before you invest or send money. Director Compensation: Effective as of January 1, 2025, for their service to the Fund Complex (consisting of Davis New York Venture Fund, Inc. Sep 30, 2025 · Consider carefully a fund’s investment objective, risks, charges and expenses before investing. 42% of Davis Selected Advisers's stock portfolio. , on behalf of its series, Davis International Fund, and Selected International Fund, Inc. • An independent, employee-owned investment management firm founded in 1969. We discuss the firm’s early days, when it was running separately managed…Read More Find the latest Davis Select U. Feb 13, 2024 · Davis Selected Advisers' 13F portfolio grew 11% to $17. To ensure your privacy, do not send private or confidential information in your email. The SEC filings include form N-PORT and form N-PORT/A, which are filed by registered management investment companies and exchange-traded funds (ETFs) organized as Unit Investment Trusts. (“Davis Advisors” or the “Adviser”), the Fund’s investment adviser, uses the Davis Investment Discipline to invest at least 80% of the Fund’s net assets, plus any borrowing for investment purposes, in securities issued by American companies. Davis is Limited Partner at Davis Selected Advisers and has been affiliated with Davis Selected Advisers since February-1993. Andrew A. Davis Advisors exercises its voting responsibilities as a fiduciary, solely with the goal of 4 days ago · Davis FundsOutperforming the Market. General Information Each Fund is a series of Davis Fundamental ETF Trust (the “Trust”), an open-end management investment company organized as a Delaware business trust on March 18, 2016. The Portfolio applies our signature Davis Investment Discipline to seek durable, well-managed This Semi-Annual Report is authorized for use by existing shareholders. The Fund invests principally in common stocks (including indirect holdings of common stock through Depositary Davis SMA Davis Funds Jun 25, 2023 · Davis Selected Advisers, L. High-conviction, benchmark-agnostic portfolios with low turnover and a strategic long-term time horizon. 15 Bil. This approach makes Selected American Shares an ideal foundation for an investor's portfolio. Track the AUM, funds, and holdings for Davis Selected Advisers over time. All our 23,130 stories are hereCall 212-331-8995 to add to the pile Nov 7, 2025 · The reorganization was accomplished by a tax-free exchange of shares of Class S and Class D shares, respectively, of Selected International Fund, into Class A and Class Y shares, respectively, of Davis International Fund. Top holdings included COF, META, AMAT, USB, and CVS 3 days ago · Davis Advisors is an independent investment management firm founded in 1969. These transitions May 1, 1991 · The goal of the Fund is to offer investors access to some of the most attractive companies in the Financial sector. Under normal circumstances, the Davis Selected Advisers, L. (“Davis Advisors” or the “Adviser”), the Fund’s investment adviser, uses the Davis Investment Discipline to invest the Fund’s portfolio principally in common stocks (including indirect holdings of common stock through Depositary Receipts (as defined below)) issued by large companies with market capitalizations of at least $10 billion. For over a half century, we’ve helped investors reach their financial dreams of a comfortable retirement, saving for college, buying a home and giving philanthropically. Review our list of all Davis ETFs that are available to invest in. Aggregate Directors’ fees and expenses Davis FundsView account information, including balances, distributions and transactional history View and print historical statements Purchase additional shares, exchange shares, or redeem shares Add bank account information for eligible account types Update contact and beneficiary information Sign up for e-delivery of quarterly statements and annual tax statements, as well as prospectuses Davis SMA Davis Funds Jun 25, 2023 · Davis Selected Advisers, L. Key Takeaways Selected American Shares (SAS) returned +11. Prospective shareholders must receive a current Davis Global Fund and Davis International Fund (the “Funds”) prospectus, which contains more information about investment strategies, risks, charges, and expenses. Dec 29, 2006 · Selected International Fund has merged into the Davis International Fund. Learn everything you need to know about Davis Select US Equity ETF (DUSA) and how it ranks compared to other funds. He previously worked for the Parthenon Group, a strategy consulting firm. , current and past portfolio holdings. Jan 3, 1994 · Investment Strategy Davis Real Estate Fund is a portfolio of durable, well-managed real estate companies selected using the time-tested Davis Investment Discipline. Davis Selected Advisers is based out of Tucson. Below are the states with which the firm you selected makes its notice filings. Access to better vision begins with having the qualified eye care professionals in our network, which helps us to ensure our members can find cost-effective care, and a variety of styles. We are specialists in equities and manage more than $25 billion on behalf of both individual and institutional investors world-wide. Over the past twenty years, Chris Davis has been a successful value investor in a number of asset classes including equities, fixed income, currencies and commodities. Davis Christopher C. He has more than 30 years of experience in investment management and securities analysis. com to get notifications about lates changes, news and filings. Nov 9, 2024 · Davis Selected Advisers' 13F portfolio hits $17. , a Portfolio Manager by Praxis Investment Management, Inc. The Fund seeks best-of-breed real estate businesses with first-class management that prioritize producing steadily increasing income and strong returns on capital. Dec 22, 2004 · Investment Strategy The goal of the Fund is to provide investors access to attractive investment opportunities in the U. The firm has been providing investment advisory services since 1969 and is primarily owned by members of the Davis family. The Davis Investment Discipline Applied to Real Estate Uncover Companies Skilled at Managing the Entire Real Estate Cycle Our unique approach focuses on uncovering real estate companies with a proven record of managing investments for cash flow growth over entire real estate cycles. (“Davis Advisors” or the “Adviser”), the Fund’s investment adviser, uses the Davis Investment Discipline to invest the Fund’s portfolio principally in common stocks (including indirect holdings of common stock through Depositary Receipts, as defined below) issued by both United States and foreign Mar 13, 2024 · Davis Advisors and their chairman Christopher C. 5 billion from the founding Davis family and Davis Advisors employees Applications & Forms - Selected Fund Selected Fund Davis Advisors uses the Davis Investment Discipline to invest a client’s assets principally in common stocks (including indirect holdings of common stock through depositary receipts) issued by large companies with market capitalizations of at least $10 billion. Peter Lynch is not associated in any way with Davis Selected Advisers, Davis Advisors or their affiliates. In addition no account maintenance inquiries should be submitted via this system. SLADX - Selected American Shares D - Review the SLADX stock price, growth, performance, sustainability and more to help you make the best investments. Annual sales for Davis Selected Advisors are around 25,000,000 - 74,999,999. This approach can make the Davis Global ADR SMA a potential foundation for an investor's diversified equity portfolio. Equity ETF (DUSA) stock quote, history, news and other vital information to help you with your stock trading and investing. Davis Vision has been providing comprehensive vision care benefits for over 50 years. 29% in the first half of 2025 vs. The fund seeks to achieve both capital growth and income. , Selected American Shares, Inc. Davis Advisors takes its ownership responsibilities very seriously and believes the right to vote proxies for its clients’ holdings is a significant asset of the clients. The time-tested Davis Investment Discipline is offered to clients through ETFs, mutual funds, variable annuities, separately managed accounts, and offshore funds. To better understand these results and performances we need to know Chris Davis’s portfolio holdings, and what are his key investment principles. (US The Clipper Fund, the Selected Funds, and the Davis Funds utilize the Davis Investment Discipline of seeking to buy growing companies at value prices and holding them for the long term. Research performance, expense ratio, holdings, and volatility to see if it's the Track the AUM, funds, and holdings for Davis Selected Advisers LP over time. Register 9AT. Davis’ sole activity is to underwrite and distribute shares of registered investment companies and offshore funds that Davis Advisors advises. , and Clipper Funds Trust,), the Independent Directors will each be compensated $125,000, and the Chair of the Audit committee This service is intended for general fund inquiries only. The prospectus contains this and other information and can be obtained by clicking here. and abroad, in both developed and developing markets. Absolutely no trading requests (buy, sell or exchange) can be executed via this system. (“Davis Advisors” or the “Adviser”), the Fund’s investment adviser, uses the Davis Investment Discipline to invest the Fund’s portfolio principally in common stocks (including indirect holdings of common stock through Depositary Receipts (as defined below)) issued by foreign companies, including Davis NY Venture A OverviewDavis Funds / Large Value Davis Selected Advisers, L. Davis Selected Advisers is an investment advisor that manages 36. Aug 8, 2024 · Please visit our Tracking Christopher Davis’ Davis Selected Advisers 13F Portfolio series to get an idea of their investment philosophy and our previous update for the fund’s moves during Q1 2024. Davis ETFs include portfolios focused on Large Cap, International, Global and Financial. This In the discussions that follow, “Fund” applies equally to Davis Opportunity Fund, Davis Financial Fund, Davis Real Estate Fund, Davis Balanced Fund, Davis Government Bond Fund and Davis Government Money Market Fund, unless the context indicates otherwise. Investments cannot be made directly in an index. (US:META) , Applied Materials, Inc. Before investing in the Clipper Fund, you should carefully consider the investment objectives, risks, charges, and expenses of the Fund. The fund holds an actively-managed portfolio of international companies outside the US, selected based on prospects for long-term growth of capital. He is a Portfolio Manager for Davis Funds and a member of the research team for other Portfolios. 70B this quarter. These filings are called "notice filings". During the period between 1989 and today, they compounded shareholder wealth at 10. The Fund is non The Board of Directors has directed Davis Selected Advisers, L. He is a Portfolio Manager for the Davis Balanced Fund and a member of the research team for other Portfolios. 35B, with the number of holdings rising from 100 to 104. He is also a director at Graham Holdings Company and Berkshire Hathaway Inc. Selected FundsPlease do not check this box if you are using a public or shared computer. wsoxzlgeisztfzrftmfeutirgyjvyledztdwjagqtotobfbwuxbticecgoeplnitffdziyk