Utilizing the Davis Investment Discipline, the fund's adviser aims to allocate a minimum of 80% of its overall assets, including any leveraged capital, to securities issued by companies predominantly operating within the financial services sector, assuming normal market conditions. The portfolio generally comprises between 15 and 35 individual companies. Its principal investments are in common equities. The fund has the flexibility to invest in businesses of any size—large, medium, or small—without being constrained by market capitalization. Moreover, it can invest in issuers based in international markets, spanning both developed and emerging economies. This fund is categorized as non-diversified.