Davenport Asset Management is a boutique money manager with more than $8 billion in assets under management.
- Inception in 1984 to offer our employee Profit Sharing Plan strategy to clients.
- Strong ownership culture with 100% employee ownership.
- Personal service and access to decision makers are paramount to quality relationships.
Success Over Time
WHAT MAKES US DIFFERENT
- More than 35 years as an active money manager give us a true historical perspective.
- Our Portfolio Managers average 25 years of Davenport tenure.
- Consistent investment discipline coupled with risk management is paramount to successful investing.
- A long-term perspective is invaluable to our investment process.
- Investing alongside our clients is the foundation of Davenport Asset Management.
- Davenport’s Profit Sharing Plan is invested exclusively in our strategies.
- Davenport is 100% employee owned.
- Our commitment to independence allows us to remain solely focused on meeting the needs of our clients and putting their interests first.
OUR INVESTMENT PHILOSOPHY
We are long-term investors. We believe a consistent investment discipline combined with risk management leads to outperformance over a complete market cycle with lower volatility.
- Bottom-up research—rigorous fundamental and qualitative analysis.
- Straightforward approach emphasizing superior business models and quality management teams.
- Approaching each investment as if we are going to be co-owners of the business.
- Measuring performance over years, not quarters or months.