Manager Commentary
Timely insights and analysis from the Davis portfolio management team.
| Fund | Manager Commentary |
|---|---|
| Clipper Fund | Manager Commentary - Annual Update 2025 |
Mastering the Mental Game of Investing
A video series to help you develop the mindset of a successful investor.
Watch the SeriesVideo Library
Video
PM Chris Davis on Investing in the Age of AI
As investors navigate one of the most consequential technological shifts in history, a practical framework for categorizing companies as " Winners", "Enablers" or "The Walking Dead"
Video
PM Chris Davis with David Rubenstein of Carlyle Group
Why all true investing is value investing, the importance of patience, resisting momentum-driven markets, maintaining discipline through volatility.
Video
Stewardship, Patience and Going Against the Crowd (3:59)
Chris Davis and Bill Miller reflect on 40 years of friendship and how temperament has impacted their respective investment styles