“As stewards of clients’ capital, we strive to put our shareholders’ goals first.”
- Christopher C. Davis
We invest side by side with our shareholders. We take the same risks and reap the same rewards.
For over a half century, the Davis Investment Discipline has helped investors to compound long-term wealth.
We know of no better way to build long term wealth than a diversified portfolio of equities.
The Clipper Fund is a no-load equity mutual fund advised by Davis Selected Advisers, L.P. (Davis Advisors). Davis offers investors a number of unique attributes:
Sixty Years of Experience
For three generations, the Davis family has built wealth by purchasing durable, well-managed businesses at value prices and holding them for the long term.
Aligned with Shareholders
With more than $2 billion invested side by side with fellow shareholders*, we experience the same risks and reap the same rewards.
Culture of Stewardship
Morningstar has recognized our commitment to shareholders by awarding the Fund its highest overall Stewardship Grade of A, a level achieved by less than 14% of the funds Morningstar grades.*
Fact Sheet Commentary Performance » Clipper Fund
Pricing (as of 09/01/2015)
Price Change Ticker Fund # CUSIP Clipper Fund $97.53 -2.91 CFIMX 126 188850101
This material must be accompanied or preceded by a current Clipper Fund Prospectus. Carefully consider the Fund's investment objective, risks, fees, and expenses before investing or sending money. Read the prospectus carefully before you invest or send money. The prospectus contains this and other information and can be obtained by clicking here or calling 800.432.2504. Davis Distributors, LLC, is the distributor of the Clipper Fund.
* As of December 31, 2014.