Zoom Call with Our
Portfolio Managers

PMs Chris Davis and Danton Goei recently conducted a call for Financial Professionals

Subjects focused on some of the most important issues facing investors today

U.S. Economy & Markets

Impact of Inflation & Rising Rates on Portfolio Positioning

Higher Inflation and interest rates may be returning. How should this impact portfolio positioning? Watch Now

Is the Long Term Bull Market Still Intact?

Why we may be in the early innings of a “rotation” toward lower-valuation, less-favored areas of the market Watch Now

Opportunity in Financials and Investor Misperceptions

Financials are again proving their resilience. We believe rising rates may boost earnings, offering significant opportunity from today’s low valuations Watch Now

Ukraine Conflict & the Markets

Investing through Ukraine and Other Crises

Is the current environment unprecedented? Combating the uncertainty felt by every investor when confronted with inevitable crises Watch Now

Ukraine & the U.S. Economy

Ways the Ukraine conflict has accelerated existing trends in inflation, the unwinding of globalization and “just-in-time” supply chains Watch Now

Ukraine & the Economies of Europe, Asia

Ukraine conflict impacts to economies, trade, equity and commodity markets, and central bank policy around the globe Watch Now

Watch additional clips from the Portfolio Manager Zoom call

Current Insights

Unique Attributes

  • Fifty Years of Experience

    Our investment discipline has been utilized to build wealth by purchasing durable, well-managed businesses at value prices and holding them for the long term.

    Aligned with Shareholders

    With more than $2 billion invested in funds and other accounts following the same investment strategy*, we experience the same risks and reap the same rewards.

    Long-Term Investment Results

    We have a history of delivering strong, consistent investment results through full market cycles. Click here to learn more about our long term results.

Fund Snapshots

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* As of December 31, 2021.

1The Attractive Growth and Undervalued reference in this piece relates to underlying characteristics of the portfolio holdings. There is no guarantee that Fund performance will be positive as equity markets are volatile and an investor may lose money.

This material must be accompanied or preceded by a current Selected Funds prospectus. Carefully consider the Fund’s investment objectives, risks, fees, and expenses before investing or sending money. Read the prospectus carefully before you invest or send money. The prospectus contains this and other information and can be obtained by clicking here or calling 800.243.1575. Davis Distributors, LLC, is the distributor of the Selected Funds.

Shares of the Selected Funds are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including possible loss of the principal amount invested.