| The Davis Large Cap Value Portfolio |
Portfolio Characteristics
This piece provides a summary of important portfolio statistics, such as price-to-earnings multiples and median market capitalization, as of the most recent quarter end.
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Quarterly Portfolio Review: Davis Large Cap Value & All Cap Portfolios
Davis provides a comprehensive quarterly update on these two portfolios, including commentary on investment strategy, performance and portfolio statistics, and information on portfolio holdings
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| Performance Updates |
| Rolling 10-Year Performance
Davis Advisors is proud of its long-term track record for consistently strong performance. Our Large Cap Value discipline has outperformed the S&P 500 over every rolling 10-year period since its inception.
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Consistent Results Historically Over the Long Term
Our Large Cap Value strategy has outperformed the S&P 500® Index over the long term.
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Annual Performance Summary
This piece provides the historical calendar-year performance of the Davis Large Cap Equity Value composite versus the S&P 500® Index.
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| Commentaries |
Quarterly Market and Portfolio Commentary
Davis Advisors provides a brief statement about portfolio performance, company positions, and the stock market environment over the most recent quarter.
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| Investor Education |
| Davis Advisors Brochure
This brochure provides an overview of the history of Davis Advisors, its long-term investment discipline, its investment professionals, and its capabilities as an investment manager.
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| The Davis Research Methodology
A short history of Davis Advisors and our 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.
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The Successful Investor
Insights into the types of investor behavior that we believe foster the creation of long term wealth. Covers such important themes as: expecting and dealing with uncertainty, setting realistic equity return expectations, focusing on the "knowable and important", why emotions can prompt investors to "Buy High / Sell Low", why patience can provide a real investment advantage and more.
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