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The investment seeks long-term growth of capital. The fund's investment adviser uses the Davis Investment Discipline to invest at least 80% of the fund's net assets, plus any borrowing for investment purposes, in securities issued by companies principally engaged in the financial services sector. It invests principally in common stocks (including indirect holdings of common stock through depositary receipts). A company is principally engaged in financial services if it owns financial services-related assets that constitute at least 50% of the value of all of its assets, or if it derives at least 50% of its revenues from providing financial services.
Name | Title | Since | Until |
---|---|---|---|
Pierce Crosbie | Research Analyst | 2018 | Now |
Biography | Pierce B.T. Crosbie - Research Analyst Pierce B. T. Crosbie joined Davis Advisors in 2008. Previously, he worked as a research analyst at Davidson Kempner Capital Management in the distressed debt group, and in the mergers and acquisitions group at RBC Capital Markets. Mr. Crosbie received his B.A. from McGill University and his M.B.A. from the Harvard Business School and is a CFA charter holder. | ||
Christopher Cullom Davis | Portfolio Manager | 2014 | Now |
Biography | Christopher Davis, Portfolio Manager, is a research analyst and Chair of the Portfolio Review Committee which oversees the management of the Davis Global, International and All-Cap Strategies. Mr. Davis with Danton Goei is Portfolio Manager for all large cap equity and concentrated equity portfolios. Mr. Davis joined the firm in 1989 after working as a securities analyst. He received his M.A. from the University of St. Andrews in Scotland. | ||
Kenneth Charles Feinberg | Portfolio Manager | 1997 | 2013 |
Biography | Kenneth C. Feinberg – Portfolio Manager and Research Analyst. Kenneth Feinberg is Portfolio Manager for all large cap equity, concentrated equity and financial portfolios. He joined Davis Advisors in 1994. Previously, he was a Vice President at the Continental Corporation and a capital and business analyst for the General Foods Corporation. Mr. Feinberg received his M.B.A. from Columbia University and his B.A. from Johns Hopkins University. | ||
Charles Cavanaugh | Portfolio Manager | 2007 | 2012 |
Biography | Charles Cavanaugh. Co-Portfolio Manager of Financial Services Trust since May 2007; co-manages other equity funds advised by Davis Advisors and serves as a research analyst; joined Davis Advisors in 2001. Charles graduated from the University of Notre Dame. | ||
Christopher Cullom Davis | Portfolio Manager | 1991 | 2007 |
Biography | Christopher Davis, Portfolio Manager, is a research analyst and Chair of the Portfolio Review Committee which oversees the management of the Davis Global, International and All-Cap Strategies. Mr. Davis with Danton Goei is Portfolio Manager for all large cap equity and concentrated equity portfolios. Mr. Davis joined the firm in 1989 after working as a securities analyst. He received his M.A. from the University of St. Andrews in Scotland. | ||
Shelby M.C. Davis | Advisor | 1991 | 1994 |
Biography | Davis founded Davis Advisors in 1969. Mr. Davis advises the Portfolio Research Team on investment themes, strategies, and stock selection. Mr. Davis began his career at the Bank of New York where he rose to be the Head of the Research Department and was named the youngest Vice President since Alexander Hamilton. He is a graduate of Princeton University. |
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