Insights into the Clipper Fund

    Fact Sheet Download

    Goals of the Fund, types of companies in the Portfolio, top holdings, portfolio characteristics, and historical performance.

    Manager Commentary - Annual Review 2022 Download View

    An interview with the Fund Managers.

    Clipper Fund:
    Selective. Attractive Growth. Undervalued.

    Our companies are rigorously researched, offer attractive growth and yet are significantly undervalued versus the benchmark – A powerful combination.

    Barrons Interview: A Great Time to Own Financial Stocks View

    Financial stocks have staged a remarkable rebound.  Barron’s interviewed Chris Davis about his strong conviction in the sector, and why we may be setting up for a decade of revaluation for the group

    Composition Report Download

    Quarterly update of portfolio characteristics.

    Insights into Successful Investing

    Important Changes for Roth IRAs Download

    Details regarding rule changes for converting qualified retirement plans into Roth IRAs

    How to Read Mutual Fund Advertisements Describing Total Return Download

    This hypothetical advertisement helps investors read mutual fund ads with a critical eye. (Copyright © 2003 by the Investment Company Institute).

    Equity markets are volatile and an investor may lose money. Past performance is not a guarantee of future results. Davis Distributors, LLC, is the distributor of the Fund.