Evolving Our Process

April 2023

Since 1984, the Investment Policy Committee has guided Davenport Asset Management, and once again, the group’s collaboration is laying the groundwork for future efficiencies and growth with the adoption of new management teams for the Core Leaders and Value & Income Portfolios. Click below to read more about our evolving process.

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We Believe the World’s Best Companies are in the Davenport Core Leaders Portfolio

March 2023

We are pleased to announce the rebranding of the Core Portfolio as the Davenport Core Leaders Portfolio. Core Leaders seeks to generate competitive returns by owning a collection of the world’s most established, dominant and durable franchises. Click below to learn more.

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A Dividend Advantage

February 2023

For more than 20 years, the Davenport Value & Income Portfolio (VIP) strategy has focused on value opportunities and companies with meaningful dividends and dividend growth potential.

Click below to read how meaningful a role dividends can play in overall performance.

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January 2023 Market Update


Adam Bergman Joins Davenport & Co.’s Investment Policy Committee

January 2023

We are delighted to announce Adam Bergman, Senior Vice President and Research Analyst, has joined Davenport Asset Management’s Investment Policy Committee (IPC). We look forward to him making a meaningful contribution to our process.

Click below to read the full press release.

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New Year’s Thoughts

January 2023

As we enter 2023, inflation and Fed policy are still front and center. But, the pace of rate hikes is slowing and we believe we are closer to the end than the beginning of this tightening cycle. Read on for our full year-end stock market update.

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Navigating an Unsettled Yield Curve

December 2022

The treasury yield curve has not seen this level of volatility in several decades creating uncharted territory for many bond investors. Fortunately, the Davenport Asset Management Fixed Income team has spent years navigating challenging rate environments mitigating loss and reliably preserving principal and providing income. Watch as Kevin Hopkins, Chris Kelley, and Will Cleland discuss how 2022 has unfolded and their preview for what 2023 has in store.

Click below to watch the recorded Zoom presentation.

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International Equities Are Down, but are They Out?

November 2022

The old saying, “When the US sneezes, the world catches a cold.” is on the minds of many investors today as the current global environment has left many in doubt about what the future holds. Watch as Davenport Asset Management’s Geoff Sulanke chats with Ray Vars of Harding Loevner to discuss the current international market and where Harding Loevner sees value today.

Click below to watch the recorded Zoom presentation.

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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.