No. of Recommendations: 2
In summary, while some Davis funds have a history of long-term value investing and selective outperformance in distinct decades, their performance did not exceed the S&P 500 Total Return Index over the 2000–2024 period according to their most current published results"
ciao, that´s exactly the point why I might want to look closer. Because with S&P as super highely valued as it currently is a contrarian fund --- contrarian in the sense that it´s managers think and act(!) independently --- might outperform and have lower drawdowns in the coming period. And the move to sell Berkshire when it was clearly too expensive is interesting in this light.
