Manager Commentary

Timely insights and analysis from the Davis portfolio management team.

Fund Manager Commentary
Selected American Shares Manager Commentary - Annual Review 2024
Selected International Fund Manager Commentary - Semi-Annual Review 2023
Mastering the Mental Game of Investing

Mastering the Mental Game of Investing

A video series to help you develop the mindset of a successful investor.

Watch the Series

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