WHY INVEST IN THE DAVY DISCOVERY EQUITY FUND?

Product

The Davy Discovery Equity Fund is an actively managed, small and mid-cap equity portfolio which seeks to invest in companies which can produce superior earnings and cash flow growth potential versus the market as their businesses continue to develop from less established entities to more mature ones. Investments in the small and mid-cap space offer diversification and enhanced returns due to: 1) The larger universe of stocks in the market capitalisation range 2) The lack of comprehensive analyst coverage and 3) The potential for higher growth during the earlier stage of a company’s life cycle.

People

The lead Fund Manager Chantal Brennan (also Chief Investment Officer of Davy Asset Management) has over 20 years’ experience managing global small and mid-cap funds. She is supported by an eight-strong Global Equity team which has over 120 years of combined investment experience. Chantal is responsible for the wider investment team.

Process

The investment team utilises a robust investment process which blends a proprietary and structured quantitative model with bottom-up fundamental stock analysis and a growth overlay. The result is a strategy focused on identifying stocks with the appropriate quality and growth characteristics, to delivering sustainable excess returns.

Performance

Davy Asset Management’s overall aim is to grow our clients’ assets through the application of a consistent and disciplined investment process.


Davy Discovery Equity Fund August 2017
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Q2 2017 Davy Discovery Equity Fund Update
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Q1 2017 Davy Discovery Equity Fund Update
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Q4 2016 Davy Discovery Equity Fund Update
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Q3 2016 Davy Discovery Equity Fund Update
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