The S&P 500 Over the Next 10 Years
Driven in very large part by technology, the S&P 500 Index has posted incredible results over the last decade. Through year end 2025, the index generated annualized 10-year returns of 14%, with returns going into overdrive the last three years (2023-’25) at 23%. This is markedly above historical norms of roughly 10%. We think this will be very difficult to replicate over the next 10-year frame. Click below to read the full report.
read more
Davenport Value & Income Portfolio: What Happens When AI Goes Mainstream?
What happens when Artificial Intelligence (AI) goes mainstream? As we scour the investment landscape for enticing opportunities in the Davenport Value & Income Portfolio, we’re at least as enthusiastic about investing in technology beneficiaries as we are investing in technology pioneers. Click below to read more about how different companies are using AI to further expand their businesses.
read more
Well, That was Interesting...What Now?
This past year brought a dizzying series of events. We had DOGE, tariffs, the Middle East, the “Big Beautiful Bill”, the Fed and all things artificial intelligence (AI) give way to a dramatic swoon and even more dramatic recovery (oh and don’t forget a government shutdown that markets largely ignored). In fact, it’s truly hard to believe we fit everything into one year! Click below to watch our Q4 2025 Stock Market Update video.
read more
Investing Themes for Today & Tomorrow
Watch this video as George Smith and other members of the Davenport Asset Management Investment Team discuss investment themes and outlook for now and into the immediate future.
read more
DBALX: The Virtues of Vanilla
Who likes vanilla? If we’re talking about ice cream, vanilla is among the world’s most-loved flavors. If we’re talking about investments, so-called “plain vanilla” securities often get a “bah, humbug” reaction. Maybe they shouldn’t. Click below to read more about The Virtues of Vanilla in the Davenport Balanced Income Fund.
read more