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Davis Global Fund's investment thesis on NetEase ($NTES) — Q2 2025 | Buyside Digest

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$NTESNASDAQNetEase

BULL

Davis Global Fund—NTES

Fund Letter

Q2 2025

Published July 18, 2025

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$119.55USD

+0.2% vs last month

$135.48Pitched

-11.8% since pitch

Market Cap$83.1B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

For the first half of 2025, the Davis Global Fund (DGF) delivered a strong return of +14.12%, outperforming its benchmark, the MSCI ACWI, which returned +10.05%. Portfolio Manager Danton...

— Danton Goei

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