“Three C’s” of Small Cap

In our Davenport Small Cap Focus Fund (DSCPX) we aim to identify profitable, defensible businesses with long runways for growth — investing alongside talented management teams who employ an “owner-operator” mentality and have considerable “skin in the game” with a proven track record of enhancing shareholder value.

We prefer to identify companies in the early stages of exploiting larger market opportunities — with the belief that over time these outsized opportunities may give way to outsized returns.