Thought leadership

Based on data compiled from Morningstar, we’ve grouped or ranked the funds we own in model portfol ...

Tax Management, Mutual Funds/ETFs

Portfolio managers, including Chris Smith, Lewis Kaufman and Rezo Kanovich, discuss their team's i ...

Artisan Partners

Given the weight of the evidence, we are pro-rata underweight to both larger-cap U.S. and smaller- ...

Large vs. Small, Small-Cap

We remain confident in the investment team and remain confident that the fund will outperform the ...

BBLIX, Larger-Cap U.S. Blend Funds

We remain confident in the portfolio managers’ and the fund’s ability to meet their mandates over ...

Flexible Bond Funds, FPNIX

For our bank holdings that possess sizeable investment banking businesses, the surge in trading an ...

Davis Advisors

The extreme dispersion in returns and valuation makes today’s investment landscape a tale of two m ...

Davis Advisors

The fund has recently underperformed and not met our expectations. We want to understand the perfo ...

EVGIX, Developed Int'l Stock Funds

As we look back at how the Davis Select Worldwide ETF portfolio of companies performed in the mids ...

Davis Advisors

It is our expectation that oil demand will remain weak for the foreseeable future, as flying and d ...

Davis Advisors

There are good reasons to believe that the next decade will be a continuation of the trend of abov ...

Davis Advisors

We understand that in uncertain times such as these, it is more important than ever to be able to ...

Davis Advisors