Fixed Income Basics: Three Reasons to Hold Bonds in a Portfolio

May 2022

What functions are bonds playing in an investment portfolio? Read on to explore three primary reasons why investors might choose to allocate a portion of their portfolio to fixed income instruments.

READ MORE


Then & Now

May 3, 2022

The current environment illustrates how quickly market conditions can change. Read on for an update from George Smith, Chairman of the Investment Policy Committee.

READ MORE


Public Relations PRimer: How to Get Your News Out

March 2022

Every successful business will eventually have to deal with the press. Watch as veteran journalists Andy Poarch and Greg Gilligan teach us the ropes with a presentation titled “Public Relations Primer: How to Get Your News Out.”

WATCH THE VIDEO


A Lightning Round on Markets

March 21, 2022

Much has transpired since our late February update when Russia’s invasion of Ukraine commenced. Interestingly, however, markets are now higher than they were at the timing of that update. Read on for an update from George Smith, Chairman of the Investment Policy Committee. Click below to read the full update

READ MORE


Kiplinger: Davenport Equity Opportunity Hunts for Cash Generators

March 2022

The Davenport Equity Opportunities Fund (DEOPX) was recently profiled by Kiplinger. Read on as they analyze how DEOPX’s hunt for cash generators has led to benchmark-busting results.

READ MORE


Fixed Income Viewpoints: Russia, Volatility and Rate Hikes

March 2, 2022

To say February was a volatile month may be the understatement of the year. Read on for an update from Davenport Asset Management’s Fixed Income Team.

READ MORE


Markets and the Situation in Ukraine

February 24, 2022

Markets had already been on shaky footing so far this year and news of Russia’s invasion of Ukraine has accelerated declines. Read on for an update from George Smith, Chairman of the Investment Policy Committee.

READ MORE


Investing In Your Organization’s Success

February 2022

As a part of Davenport Asset Management’s Virtual Investor Summit Series, Scott Andrews-Weckerly and Beth Vann-Turnbull recently spoke over Zoom to discuss “Investing in Your Organization’s Success: Strategic Planning for Sustainability”.

WATCH THE VIDEO


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.