Overview
The time-tested Davis Investment Discipline is offered to clients through ETFs, mutual funds, variable annuities, separately managed accounts, and offshore funds.
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Third-Party funds are not managed by LGWM or iMGP. Our sponsorship program allows certain third-party fund companies to pay us for the right to contribute curated content to our website. There is absolutely no relationship between our opinion of a fund or our decision to cover or review a fund and the fact that a particular fund company may be a sponsor. Sponsors are encouraged to share research and information about selected investment products they feel may be of interest and use to the advisor community. We maintain the right of editorial control over content sponsors wish to post. We do this to ensure that we can keep AdvisorIntelligence free of promotional material and maintain a high quality level of content consistent with the rest of the site. The third-party fund website contains the fund prospectus. The prospectus contains investment objectives, risks, charges, and expenses that must be considered carefully before investing. Read the third-party prospectus carefully before investing.
Funds
| • New York Venture Fund |
| • International Fund |
| • Global Fund |
| • Opportunity Fund |
| • Financial Fund |
| • Real Estate Fund |
| • Appreciation and Income Fund |
| • Government Bond Fund |
| • Government Money Market Fund |
| VISIT DAVISFUNDS.COM |
| • Davis Select US Equity ETF |
| • Davis Select Financial ETF |
| • Davis Select Worldwide ETF |
| • Davis Select International ETF |
| VISIT DAVISETFS.COM |
Third-Party funds are not managed by LGWM or iMGP. Our sponsorship program allows certain third-party fund companies to pay us for the right to contribute curated content to our website. There is absolutely no relationship between our opinion of a fund or our decision to cover or review a fund and the fact that a particular fund company may be a sponsor. Sponsors are encouraged to share research and information about selected investment products they feel may be of interest and use to the advisor community. We maintain the right of editorial control over content sponsors wish to post. We do this to ensure that we can keep AdvisorIntelligence free of promotional material and maintain a high quality level of content consistent with the rest of the site. The third-party fund website contains the fund prospectus. The prospectus contains investment objectives, risks, charges, and expenses that must be considered carefully before investing. Read the third-party prospectus carefully before investing.
