Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Davis New York Venture Fund returned +11.51% in 1H 2025, outperforming the S&P 500. The fund is heavily underweight overvalued tech darlings, favoring a selective portfolio of undervalued financials, healthcare, and dull industrials.
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Davis New York Venture Fund returned +11.51% in 1H 2025, outperforming the S&P 500. The fund is heavily underweight overvalued tech darlings, favoring a selective portfolio of undervalued financials, healthcare, and dull industrials.
