DAVIS SELECTED Overview
Davis Selected Advisers is an investment advisor that manages 36.8 BN dollars in regulatory AUM and has 189 employees, of which 17 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 22BN in positions, representing 59% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 22BN in positions, representing 59% of the manager's regulatory AUM.
DAVIS SELECTED StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
DAVIS SELECTED Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| COF | 8.97% | Financials | -2.82% | -1.06% | 4 | 13% | ||
| WFC | 8.48% | Financials | 10.23% | 0.17% | 1 | 18% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
DAVIS SELECTED Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Christopher C. Davis | Limited Partner | May-1992 |
| Andrew A. Davis | Limited Partner | February-1993 |
| Christopher C. Davis | Chairman, Chief Executive Officer | December-2000 |
| Andrew A. Davis | President | September-1989 |
| Kenneth C. Eich | Chief Operating Officer | March-1997 |
| Russell O. Wiese | Chief Marketing Officer | September-1994 |
| Gary P. Tyc | Vice President, Chief Financial Officer | May-1998 |
| Sharra L. Haynes | Vice President, Chief Compliance Officer | July-2004 |
| Anthony Frazia | Vice President | July-2004 |
| Ryan M. Charles | Vice President, Chief Legal Officer | January-2014 |
DAVIS SELECTED Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
DAVIS SELECTED Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Davis Advisors manages client accounts on a discretionary basis in the following investment strategies:
• Large cap value;
• Concentrated equity;
• Multi-cap equity;
• Financial services;
• International companies;
• Global companies;
• Real estate companies;
• Appreciation & Income;
• Government securities; and
• Government money market funds.
A brief description of the Davis Investment Discipline, factors which may contribute to differences in performance among similarly managed accounts, and each of these investment strategies is provided below. Following the description of the investment strategies is a more detailed description of Principal Risks and Additional Information about Investments.
The Davis Investment Discipline
Davis Advisors manages equity accounts using the Davis Investment Discipline...
Unlock Full Investment Process Description
Davis Advisors manages client accounts on a discretionary basis in the following investment strategies:
• Large cap value;
• Concentrated equity;
• Multi-cap equity;
• Financial services;
• International companies;
• Global companies;
• Real estate companies;
• Appreciation & Income;
• Government securities; and
• Government money market funds.
A brief description of the Davis Investment Discipline, factors which may contribute to differences in performance among similarly managed accounts, and each of these investment strategies is provided below. Following the description of the investment strategies is a more detailed description of Principal Risks and Additional Information about Investments.
The Davis Investment Discipline
Davis Advisors manages equity accounts using the Davis Investment Discipline...
Unlock Full Investment Process Description
DAVIS SELECTED Portfolio Concentration
DAVIS SELECTED Location
3601 EAST BRITANNIA DRIVE
TUCSON, Arizona
UNITED STATES, 85706-5041
TUCSON, Arizona
UNITED STATES, 85706-5041
DAVIS SELECTED Contact Information
Phone Number: 1-800-279-2279
Fax Number: 520-434-3770
Website: http://www.davisadvisors.com
Fax Number: 520-434-3770
Website: http://www.davisadvisors.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here