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Home > Financial Services > Annuities > Davis Funds
Davis Funds
The Davis Government Bond Fund is designed to provide current income while preserving your capital investment. The Fund invests primarily in obligations guaranteed by the U.S. government, its agencies, or instrumentalities. The relative stability, safety and income provided by these securities can provide an excellent alternative for balancing a portfolio with significant equity holdings.
They have remained steadfastly dedicated to the same patient, long term investment discipline for more than 35 years. They seek to invest in durable, well-managed businesses that can be purchased at value prices and held for the long term. As of December 31, 2005, the Davis family, employees and directors have more than $2 billion of their own money invested side by side with shareholders in the various mutual funds managed by the firm. They remain the largest group of shareholders in their investment products, which ensures that their interests are closely aligned with those of their clients.
Their policy is to invest exclusively in U.S. government securities and government agencies to avoid the greater risk associated with owning corporate bonds. They also emphasize short-term securities in an effort to provide stability in a variety of market climates.
The Fund combines fundamental research with a disciplined program of risk control and duration management to seek above market returns. They buy securities based on their price, coupon and yield spreads relative to other securities.
They include Treasuries for their impeccable credit quality and buy government mortgage backed and agency backed securities when they offer adequate premiums to compensate for their additional risk. They also assess the short and long term interest rate environment to properly position the portfolio along the yield curve.
Today, Davis Advisors manages more than $60 billion across several different asset classes. Their investment discipline has been honed over 50 years and three generations of talented portfolio management. They offer investors a timeless, sensible investment approach that has provided consistent performance through several full market cycles.
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