Davis Opportunity Fund’s Q4 2020 Investor Letter

Davis Funds, an investment management firm, published its “Davis Opportunity Fund” fourth quarter 2020 investor letter – a copy of which can be downloaded here.  A return of 7.43% was recorded by the fund’s Class A shares for the year end of 2020, below its S&P 500 benchmark that delivered an 18.40% gains in the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.