Manager Commentary
Timely insights and analysis from the Davis portfolio management team.
Fund | Manager Commentary |
---|---|
Selected American Shares | Manager Commentary - Semi-Annual Review 2024 |
Selected International Fund | Manager Commentary - Semi-Annual Review 2024 |
Video Library
Video
How Selected American Shares is Benefiting in this Transitioning Market
The end of the easy-money era, why fundamentals matter again and drivers of recent performance
Video
The Return to Rationality
The bursting of the easy money bubble marks a huge transition for the markets
Video
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