Insights on Investing

Value & Income Portfolio: Above Average Returns, Below Average Risk
October 2018
Since inception the Davenport Value & Income Portfolio has strived to deliver superior returns against its benchmark and peers while taking on less risk. We seek to own stocks with attractive upside accompanied with below average company risk and balance sheet risk. Our focus on strong and growing dividends also augments returns while dampening portfolio volatility. Click the link above to see the growth of $100,000 in the Value & Income Portfolio against benchmarks and peers and favorable risk/ return metrics.

 
Value Is In the Eye of the Beholder 
August 2018
The numbers are staggering. Value investing has underperformed growth investing by a wide margin in recent years. This trend has continued with vigor thus far in 2018. Portfolio Manager, George Smith, weighs in on the potential in value investing.
 
Investing in Pets
January 2018
Chris Pearson, Portfolio Manager, explains how the "humanization of pets" has had an effect on investment strategies.

Analyst Q&A: Sector Spotlight on E-commerce
September 2017
Equity Research Analyst, Jeff Omohundro, gives his thoughts on e-commerce.
Analyst Q&A: Sector Spotlight on Health Care
August 2017
Davenport's Director of Equity Research, Joel Ray, gives his thoughts on the Health Care sector.
Davenport Asset Management Investor Summit
May 2017
Davenport Asset Management's Investor Summit focused primarily on demographics and trends impacting our lives and investment, with a special emphasis on Millenials.
 
Manager Q&A: International Investing–Why Now?
April 2017
Manager Research Director Geoffrey Sulanke gives his thoughts on international investing.

Analyst Q&A: The Bullish Case for Housing
February 2017
Davenport Asset Management Research Analyst Kevin Bennett gives his thoughts on the housing industry.

Portfolio Insights: Value & Income
May 2016
George Smith discusses the importance of Investment Flexibility within the Value & Income Portfolio

Market Perspectives: Thoughts on the Election
September 2016
With the Presidential election quickly approaching, negative rhetoric is likely to increase between now and November.  We have found the benefit of ‘Time IN the Market’ far outweighs ‘Timing the Market’ based on such events.

Market Perspectives: "Brexit"
June 2016
The U.K.'s exit looks to be a lengthy and complicated process that may result in less change than people expect

Johnson & Johnson is Cradle to Grave
May 2016
Mike Beall gives a 50-year recap of  this Legacy Investment and explains why it is a Core Holding in more than one of our portfolios

Value Traps
April 2016
Mike Beall identifies factors used to differentiate ‘Value Situations’ from ‘Value Traps’

Ownership Cultures
March 2016
Aligning Management Teams with Shareholders for Long-Term Success

 
Disclosure: The information contained herein has been compiled from sources believed to be reliable; however, there is no guarantee of its accuracy or completeness. The Russell 2000 Index measures the performance of the 2000 smallest companies in the Russell 3000 Index, which represents approximately 8% of the total market. The S&P 500 Index is comprised of 500 U.S. stocks and is an indicator of the performance of the overall U.S. stock market. An investor cannot invest in an index and index returns are not indicative of the performance of any specific investment. Past performance is not indicative of future results.