Davis Funds Overview

  • Type
  • Mutual Fund Company

  • Year Founded
  • 1969

Year Founded

  • Professionals
  • 2

Professionals

Davis Funds General Information

Description

Davis Funds is a mutual fund company based in Kansas City, Missouri. Established in 1969, it includes New York Venture Fund, International Fund, Global Fund, Opportunity Fund, Financial Fund, Real Estate Fund, Appreciation and Income Fund, Government Bond Fund, Government Money Market Fund, Value portfolio, Real Estate Portfolio, and Financial Portfolio. The assets of the firm are managed by its executive management team.

Contact Information

Website
davisfunds.com
Year Founded
1969
Open To Secondaries
Open To First Time Funds
Institution Type
Mutual Fund Company
Primary Contact
Title
Vice President, Treasurer, Chief Financial Officer, Principal Financial Officer and Principal Accounting Officer
Email
d-
Phone
+1 (800)
Corporate Office
  • 430 West 7th Street
  • Suite 219197
  • Kansas City, MO 64105
  • United States
+1 (800)

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Davis Funds Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Davis Funds Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

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