Manager Commentary
Timely insights and analysis from the Davis portfolio management team.
| Fund | Manager Commentary |
|---|---|
| Clipper Fund | Manager Commentary - Semi-Annual Review 2024 |
Mastering the Mental Game of Investing
A video series to help you develop the mindset of a successful investor.
Watch the SeriesVideo Library
How Clipper Fund is Benefiting in this Transitioning Market
The end of the easy-money era, why fundamentals matter again and drivers of recent performance
The Return to Rationality
The bursting of the easy money bubble marks a huge transition for the markets
Investor Implications of Rising Rates
How the end of the free money era is ending the distortions of the past decade and returning rationality to the markets