August 2023
The Davenport Core Leaders Portfolio seeks to invest in industry leading companies with wide competitive moats and above average growth prospects. Artificial intelligence, cybersecurity, the clean energy transition, and cell & gene therapy are investable themes we believe can power returns into the future. Read on as Jeffrey Omohundro, Portfolio Manager for the Core Leaders Portfolio, dives into the details on our reasoning behind why we feel these growth engines will be durable in the long-term.