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 09/30/16. The fund's latest filing disclosed 23BN in positions, representing 62% of the manager's regulatory AUM.

DAVIS SELECTED StockAlpha

-1.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

DAVIS SELECTED Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AMZN 7.41% Cons. Disc. -7.99% -1.03% 0 32%
APA 5.48% Energy 4.36% -0.31% 3 14%
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FEATURED IN
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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...
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DAVIS SELECTED Portfolio Concentration

DAVIS SELECTED Location

3601 EAST BRITANNIA DRIVE
TUCSON, Arizona
UNITED STATES, 85706-5041

DAVIS SELECTED Contact Information

Phone Number: 1-800-279-2279
Fax Number: 520-434-3770
Website:

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