The goal of the Davis Large Cap Equity strategy is to provide a unique, actively managed solution for investors seeking to access highly durable, well-managed large cap businesses primarily in the U.S. Our Portfolio represents our highest conviction ideas in companies with long-term competitive advantages as well as strong and resilient earnings power. Based on our rigorous fundamental research, we seek to purchase companies at value prices and hold them for the long term. Given our high conviction and benchmark agnostic approach, we believe the research-intensive Davis Large Cap Equity strategy merits consideration by institutional investors seeking truly active strategies. Drawing upon over 50 years of experience in the business, our approach can make Davis Large Cap Equity a potential foundation for diversified equity portfolios.
The performance presented represents past performance and is not a guarantee of future results. Total return assumes reinvestment of dividends. Investment return and principal value will vary so that an investor may lose money. Current performance may be higher or lower. The investment strategies described herein are those of Davis Advisors. These materials are being provided for illustrative and informational purposes only. The information contained herein is obtained from multiple sources that are believed to be reliable. However, such information has not been verified, and may be different from the information included in documents and materials created by the sponsor firm in whose investment program a client participates. Some sponsor firms may require that these materials are preceded or accompanied by investment profiles or other documents or materials prepared by such sponsor firms, which will be provided upon a client’s request. For additional information, documents and/or materials, please speak to your Financial Advisor. For additional information, documents and/or materials, please speak to your Financial Advisor. Davis Advisors fee schedules are described in Part 2 of its Form ADV.