Davis Financial Fund 2025 Annual Review
2025-02-27 09:46:00 ET
Summary
- Since its inception in 1991, Davis Financial Fund has invested in durable, well-managed financial services companies at value prices, which the fund could hold for the long term.
- The S&P Financials Index returned a gain of +30.56%, ahead of both the S&P 500 and the equal-weighted index.
- The stock price performance of U.S. markets has been quite strong in each of the last two years.
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