October 2018
George Smith discusses The Case for More Moderate Returns.
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.
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.
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.
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