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Roth IRA Conversion Form - Download |
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Regular Account Application (pdf) - Download |
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IRA Application (pdf) - Download |
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IRA Disclosure Statement and Custodial Agreement - Download |
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IRA Transfer of Assets Form - Download |
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IRA Distribution Form - Download |
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Non-IRA Account Transfer Form - Download |
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Clipper Fund Account Service Form - Download |
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Designation of Beneficiary Form - Download |
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IRA Beneficiary Claim form - Download |
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Clipper Fund Letter of Instruction Form - Download |
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Annual Review 2009 from Christopher C. Davis and Kenneth C. Feinberg, Portfolio Managers (12/09) - Download |
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Clipper Fund Quarterly Factsheet (3/31/10) - Download |
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Fortune Magazine reprint: "Gasp! Fund Manager Commits Selfless Act" - Download |
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Clipper Fund Receives Morningstar's Highest Stewardship Grade - Download |
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A Brief History of Davis Advisors - Download |
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Overview of the Davis Research Methodology - Download |
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The Wisdom of Great Investors: Insights from Some of History's Greatest Investment Minds - Download |
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Timeless Strategies for the Successful Investor: Engage in Healthy Investor Behavior - Download |
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Archived June 2009 Manager Commentary (referenced in "Annual Review 2009" Commentary) - Download |
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Archived December 2008 Manager Commentary (referenced in "Annual Review 2009" Commentary) - Download |
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2008 Financial Report of the U.S. Government A government report referenced in the "Annual Review 2009" Manager Commentary - Download |
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Roth IRA Conversions: An Important Change in 2010 - Download |
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Davis Advisors is committed to communicating with our investment partners as candidly as possible because we believe our investors benefit from understanding our investment philosophy and approach. Our views and opinions regarding the investment prospects of our portfolio holdings include "forward looking statements" which may or may not be accurate over the long term. While we believe we have a reasonable basis for our appraisals and we have confidence in our opinions, actual results may differ materially from those we anticipate. These opinions are current as of the date of this report but are subject to change. Market values will vary so that an investor may experience a gain or a loss.