WHY INVEST IN THE DAVY ESG EQUITY FUND?

Product

The Davy ESG Equity Fund is an actively managed global equity portfolio with an ethical overlay or screening process. We use MSCI, which is a leading global provider of independent research into the environmental, social, governance (ESG) and the ethical performance of companies.

People

The co-lead Fund Managers Des Flood and Brian Kennedy have over 20 years’ experience managing global equity funds. They are supported by an eight-strong Global Equity team which has over 120 years of combined investment experience.

Process

The investment team utilises a robust investment process which blends a proprietary and structured quantitative model with bottom-up fundamental stock analysis. The result is a strategy focused on identifying stocks with the appropriate quality characteristics to deliver 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 ESG Equity Fund Factsheet September 2018
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Q3 2018 Davy ESG Equity Fund Update
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Q2 2018 Davy Ethical Equity Fund Update
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Q1 2018 Davy Ethical Equity Fund Update
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Q4 2017 Davy Ethical Equity Fund Update
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Q3 2017 Davy Ethical Equity Fund Update 2017
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