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Active Management
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 26, 2026 |
Davis Opportunity Fund Chris Davis
|
View | Healthcare, Energy, Active Management, Financials, Technology | AMAT, AMZN, COF, CTRA, CVS, DGX, GOOGL, META, MKL, SOLV, TECK, UNH, USB, VTRS, WCC | active management, energy, financials, healthcare, Outperformance, selectivity, technology, valuation |
| 2025 Q2 | Jul 27, 2025 |
Hotchkis & Wiley Large Cap Fundamental Value George Davis
|
View | Active Management, Large Caps, Value Investing | APA, C, FFIV, KHC, NOV, UNH | active management, healthcare, Large Caps, Value Investing |