There's Gold in Them Hills
There’s gold in them hills…or should we say there’s semiconductors in them hills. Market gains were led by all things related to AI infrastructure. Indeed, a gold rush mindset seemed to grip the market as investors swarmed into all things tied to the AI compute/infrastructure buildout. Much like the gold rush, few are paying attention to what could go wrong here… Click below to watch our Q2 2026 Stock Market Update video.
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Is the Value & Income Fund Doing its Job
The Value & Income Fund (DVIPX) was started in 2010 with a dual mandate of value investing and providing a solid and growing income stream via dividends. Recently, during this “risk on” phase concentrated on all things AI infrastructure, we have stuck to our mandate. Although delivering on our promise, our returns look pedestrian versus the Russell 1000 Value® benchmark during this time of rising speculation and risk taking. Understandably, this has caused some investors to develop benchmark envy, and we aren’t sure they realize the composition of our increasingly risky and irrelevant benchmark. Read on to find out why now may be a time to focus even more on preserving capital rather than increasing risk in hot corners of the market.
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Introducing NEW ETFAdvisor Models
We are pleased to announce the launch of 2 new ETFAdvisor models. The ETFAdvisor Active-Passive Growth Model is designed to pursue long-term growth of capital using both passive index ETFs and actively managed ETFs. The ETFAdvisor Diversified Fixed Income Model seeks to generate a maximum amount of income with limitations on the amount of risk taken in the overall portfolio. Click below to learn more about each new model.
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The Insider Advantage
When corporate insiders buy their company stock, more than five decades of peer-reviewed finance research has documented that these purchases predict statistically significant abnormal returns. Click below to read more about the academic foundation for the Davenport Insider Buying Fund (DBUYX).
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The HALO Effect
Many companies face heightened risk of being disrupted by AI as the technology upends traditional business models. As investors grapple with these new challenges, the term “HALO”, an acronym for “Hard Assets Low Obsolescence”, has gained attention and popularity. Click below to read more about how “The HALO Effect” has taken a more prominent role across the various DAM strategies.
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