Category Kings in 10 Realms

Wall Street Journal | June 2019

Davenport Small Cap Focus Fund (DSCPX) and Davenport Equity Opportunities Fund (DEOPX) were listed as top performing funds in the Wall Street Journal.

Money Manager Interview

Wall Street Transcript | January 2016

Mike Beall and George Smith, Davenport Asset Management, discuss growing capital over time with less risk than the overall market.

Looming Fed Discussion on Interest Rates

Richmond Times Dispatch | September 2015

George Smith, Asset Management, discusses looming fed interest rate decision.

Active Funds that Work

Kiplinger's | May 2015

Personal finance journal, Kiplinger’s, recognizes Davenport Equity Opportuties (DEOPX) as one of a select few managers that outperformed in 2014.

Creating Value with Concentration and Flexibility

Ticker | May 2015

George Smith and Chris Pearson, portfolio managers of the Davenport Equity Opportunities Fund, discuss their approach to investing.

Selected Large Cap Core Funds

S&P Capital IQ | November 2013

Davenport’s Core Portfolio (DAVPX) recogized as a selected S&P Capital IQ large-cap core manager

* The Morningstar Rating for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. DSCPX was rated against the following numbers of U.S.-domiciled Small Cap Blend funds over the following time period(s): 652 funds overall and in the last three years. With respect to these Small Cap Blend funds, DSCPX received a Morningstar Rating of four shares for the overall and three-year period.