Thought leadership
Latest Market Updates
Davis Select U.S. Equity ETF Annual Review 2021—Davis Advisors
The extreme dispersion in returns and valuation makes today’s investment landscape a tale of two m ...
Evermore Global Value Placed Under Review
The fund has recently underperformed and not met our expectations. We want to understand the perfo ...
Davis Select Worldwide ETF Annual Review 2021
As we look back at how the Davis Select Worldwide ETF portfolio of companies performed in the mids ...
Davis Select International ETF Annual Review 2021—Davis Advisors
It is our expectation that oil demand will remain weak for the foreseeable future, as flying and d ...
Selected International Fund Annual Review 2021—Davis Advisors
There are good reasons to believe that the next decade will be a continuation of the trend of abov ...
Davis Global Fund Annual Review 2021
We understand that in uncertain times such as these, it is more important than ever to be able to ...
Davis International Fund Annual Review 2021
There are good reasons to believe that the next decade will be a continuation of the trend of abov ...
The Potential High-Inflation Scenario
We agree that higher inflation is likely coming down the pike over our five-year medium-term tacti ...
Clipper Fund Annual Review 2021—Davis Advisors
The extreme dispersion in returns and valuation makes today’s investment landscape a tale of two m ...
Our Conviction in Emerging-Market Assets
We believe China/Asia is at the cusp of sustainable growth and relative outperformance and warrant ...
Davis New York Venture Fund Annual Review 2021—Davis Advisors
We have not seen such an extreme disconnect between price and value since the late 1990s at the he ...