Manager Commentary
Timely insights and analysis from the Davis portfolio management team.
| Fund | Manager Commentary |
|---|---|
| Selected American Shares | Manager Commentary - Semi-Annual Review 2025 |
| Selected International Fund | Manager Commentary - Semi-Annual Review 2025 |
Mastering the Mental Game of Investing
A video series to help you develop the mindset of a successful investor.
Watch the SeriesVideo Library
PM Chris Davis with David Rubenstein of Carlyle Group
Why all true investing is value investing, the importance of patience, resisting momentum-driven markets, maintaining discipline through volatility.
Investing through Volatility
PM Chris Davis on developing a mindset that allows you to tune out the daily drama and successfully build wealth.
Stewardship, Patience and Going Against the Crowd (3:59)
Chris Davis and Bill Miller reflect on 40 years of friendship and how temperament has impacted their respective investment styles