February 23, 2017 12:27 AM ET

Capital Markets

Company Overview of Davis Selected Advisers LP

Company Overview

Davis Selected Advisers LP is an employee owned investment manager. The firm primarily provides its services to investment companies. It also caters to individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, charitable organizations, corporations, and state or municipal government entities. The firm manages separate client-focused equity portfolios. It also launches and manages equity, fixed income, and balanced mutual funds. The firm invests in public equity and fixed income markets across the globe with a focus on the United States. It invests in value stocks of companies across all market capitalizations with a focus on large-cap companies. T...

3601 East Britannia Drive

Tucson, AZ 85706-5041

United States

Founded in 1969

Phone:

1-800-279-2279

Fax:

520-434-3770

Key Executives for Davis Selected Advisers LP

Chief Executive Officer, Portfolio Manager, and Chairman
Age: 51
President and Portfolio Manager
Age: 53
Chief Financial Officer and Vice President
Age: 60
Chief Operating Officer
Age: 63
Vice President and Chief Compliance Officer
Age: 50
Compensation as of Fiscal Year 2016.

Davis Selected Advisers LP Key Developments

Davis Advisors Launches Three Transparent Actively Managed Equity ETFs

Davis Advisors announced the launch of three transparent actively-managed exchange traded funds (ETFs), Davis Select U.S. Equity ETF (DUSA), Davis Select Financial ETF (DFNL), and Davis Select Worldwide ETF (DWLD). They are the first ETFs offered by Davis and among the first true actively-managed equity ETFs in the industry, using a fundamental bottom up approach. Davis has decades of experience investing in these areas. Each ETF utilizes the Davis Investment Discipline and is a high-conviction, best ideas, benchmark-agnostic portfolio. The ETFs have low expected portfolio turnover and a strategic long-term time investment horizon. Davis ETFs offer investors the traditional benefits of ETFs in general, which include low costs, tax efficiency, intraday liquidity, and transparency. DUSA is a portfolio of U.S., large-cap businesses, managed by Chris Davis and his partner Danton Goei. It has about 20 holdings and an expense ratio of 0.60%. DUSA may serve as an attractive core holding to provide investors with exposure to best-of-breed, U.S. large-cap companies or as a complement to passive, index-oriented strategies, potentially enhancing returns. DFNL is a portfolio of best-of-breed financial companies managed by Chris Davis. It has about 20 holdings and an expense ratio of 0.65%. DWLD is a portfolio of best-of-breed businesses in the U.S. and abroad managed by Danton Goei and Chris Davis. It has about 40 holdings and an expense ratio of 0.65%. As roughly 75% of the world’s publicly traded companies lie outside of the U.S., DWLD seeks to provide investors with diversification and access to attractive businesses around the world. Davis has decades of experience investing in international equities.

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
11T Partners, LLC United States
123Jump.com, Inc. United States
1509225 Ontario, Inc. United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

The information and data displayed in this profile are created and managed by S&P Global Market Intelligence, a division of S&P Global. Bloomberg.com does not create or control the content. For inquiries, please contact S&P Global Market Intelligence directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Rush University United States
The Advertising Council, Inc. United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Davis Selected Advisers LP, please visit www.davisadvisors.com. Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.