Investing Themes for Today & Tomorrow
Join us at 9 am EST, Wednesday, November 5th, 2025 for a live Microsoft Teams presentation. George Smith and other members of the Davenport Asset Management Investment Team will discuss investment themes and outlook for now and into the immediate future. Click below to register.
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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 moreThe Good, the Bad, and the Overheated
Market indices continued to charge higher in the third quarter. After a stunning recovery from tariff-induced hysteria in Q2, stocks added to their gains in impressive fashion. All told, the confluence of a solid economy, fiscal stimulus, monetary stimulus and a generational technology theme provides a powerful backdrop for markets. Click below to watch our Q3 2025 Stock Market Update video.
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Fake News! Cybersecurity in the Era of AI
Watch this video as Davenport’s Jeff Potter illuminates the concerns and safeguards that individuals and organizations should learn in order to protect their family, staff, and livelihood. This program will inform the viewer on scams, protection methods, and breach management.
read moreSweeping Fear Under the Rug
What a difference a couple months makes! Markets managed a remarkable comeback in the second quarter. Many feared tariffs would cause significant inflation and send us spiraling into recession. All told, this rally has taught us yet again that kneejerk reactions to political curveballs or headlines rarely make sense. Click below to watch our Q2 2025 Stock Market Update video.
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