Chris Davis | |
| Davis Selected Advisers | |
| Last update 2020-05-15 | 123 Stocks (3 new) |
| Value $14.62 Bil | Turnover 5 % |
| Guru Portfolio Report Download | |
Chris Davis Investing Philosophy
Davis purchases durable, well-managed businesses that can be purchased at value prices and held for the long term (average holding period of a stock in the Davis New York Venture Fund is four to seven years). Davis focuses primarily on financial services companies. He looks to buy companies when they are out of favor.
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Performance of Davis Financial Fund
| Year | Return % | S&P500 % | Excess Gain % |
|---|---|---|---|
| 2019 | 26.31 | 30.58 | -4.3 |
| 2018 | -11.78 | -4.57 | -7.2 |
| 2017 | 19.27 | 21.7 | -2.4 |
| 3-Year Cumulative (2017-2019) | 32.90 (9.95/Year) | 51.65 (14.89/Year) | -18.75 (-4.94/Year) |
| 2016 | 15.04 | 12 | 3 |
| 2015 | 1.74 | 1.24 | 0.5 |
| 5-Year Cumulative (2015-2019) | 55.55 (9.24/Year) | 71.96 (11.45/Year) | -16.39 (-2.19/Year) |
| 2014 | 13.01 | 13.46 | -0.4 |
| 2013 | 31.45 | 32.31 | -0.9 |
| 2012 | 18.15 | 15.99 | 2.2 |
| 2011 | -9.02 | 1.9 | -10.9 |
| 2010 | 11.25 | 15.05 | -3.8 |
| 10-Year Cumulative (2010-2019) | 176.33 (10.70/Year) | 251.03 (13.38/Year) | -74.68 (-2.68/Year) |
| 2009 | 46.02 | 26.35 | 19.7 |
| 2008 | -45.62 | -36.79 | -8.8 |
| 2007 | -5.31 | 5.15 | -10.5 |
| 2006 | 18.74 | 15.84 | 2.9 |
| 2005 | 8.03 | 4.83 | 3.2 |
| 15-Year Cumulative (2005-2019) | 166.52 (6.75/Year) | 257.98 (8.87/Year) | -91.46 (-2.10/Year) |
| 2004 | 12.11 | 10.7 | 1.4 |
| 2003 | 36.86 | 28.18 | 8.7 |
| 2002 | -18.98 | -21.58 | 2.6 |
| 2001 | -9.15 | -11.76 | 2.6 |
| 2000 | 32.16 | -9.75 | 41.9 |
| 20-Year Cumulative (2000-2019) | 297.80 (7.15/Year) | 217.22 (5.94/Year) | 80.58 (1.21/Year) |
| 1999 | -0.85 | 20.38 | -21.2 |
| 1998 | 14.17 | 28.69 | -14.5 |
| 1997 | 44.53 | 33.49 | 11 |
| 1996 | 31.5 | 22.5 | 9 |
| 1995 | 50.51 | 38.06 | 12.4 |
| 25-Year Cumulative (1995-2019) | 1188.14 (10.76/Year) | 1009.46 (10.10/Year) | 178.68 (0.66/Year) |
| 1994 | -4.55 | 0.38 | -4.9 |
| 1993 | 14.87 | 10.08 | 4.8 |
| 1992 | 32.6 | 7.62 | 25 |
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