Davis Family of Portfolios
Portfolios
Fund | Overview | Downloads |
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» Davis Large Cap Value SMA Portfolio | The goal of the Davis Large Cap Value SMA Portfolio is long-term capital appreciation. The Fund uses the signature Davis Investment Discipline to uncover large cap, durable, well-managed businesses that we can purchase at value prices and hold for the long term. |
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» Davis All-Cap SMA Portfolio | The goal of the Davis All-Cap SMA Portfolio is long-term capital appreciation. The Fund uses the signature Davis Investment Discipline to uncover attractive investment opportunities across a range of market capitalizations, industries and sectors. |
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» Davis Global ADR SMA Portfolio | The goal of the Davis Global ADR SMA Portfolio is long-term capital appreciation. The Fund uses the signature Davis Investment Discipline to identify attractive investment opportunities both within and outside the United States, in developed and developing markets. |
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» Davis International ADR SMA Portfolio | The goal of the Davis International ADR SMA Portfolio is long-term capital appreciation. The Fund uses the signature Davis Investment Discipline to uncover attractive investment -opportunities outside the United States, in both developed and developing markets. |
All investments involve risk. No
investor is guaranteed a profit. Past
performance is not a guarantee of future results.