DVIPX: Defensive Amidst Uncertainty
We are pleased to report the Value & Income Fund (DVIPX) has proven relatively stable amidst increased turbulence. Read on to see how DVIPX is outperforming the S&P 500® year to date.
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A Change of Tone
The first quarter was very eventful and brought a change of tone to markets. We started the year on a decent foot, but stocks weakened in mid-February amid political and economic uncertainty. Even the much loved “Magnificent 7” cooled off. We are carefully monitoring the landscape and selectively leaning into some areas that have been hit hard. Click below to watch our Q1 2025 Stock Market Update video.
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Trump, Uncertainty, and Markets
Markets have been challenging recently, though not significantly so in a historical context. Like him or not, the Trump administration has brought uncertainty to markets. However, it seems to us markets have already discounted significant duress. Read on for our thoughts on navigating this environment, and how this recent pullback may present some discerning opportunities.
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Patience and Opportunity with Small Caps
Investing alongside our clients through nearly every market cycle America has encountered has taught us the virtues of patience and discipline. The Davenport Small Cap Focus Fund has more than a decade of higher returns with lower risk than the Russell 2000. Read on about our process that, we believe, helps us take advantage of inefficiencies in small cap stocks over time.
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Examining the Timeliness of Small Caps
It is no secret that the small cap space has been challenging for a historic period of time. While recent underperformance is not a sufficient basis for a bullish thesis on the asset class, we think there are several factors that support improved performance on the horizon. Click below to read more about these factors and why we support the case for small caps going forward.
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Financial Planning for Philanthropists
Watch this video as Davenport Asset Management hosts Ann Deppman, Assistant Vice President of Planned Giving at VCU, Jason Chestnutt, Executive Director of Planned Giving at VCU, and Lisa Hatcher, Financial Planning Product Manager of Davenport & Company, as they discuss strategies every financial planner and client should consider in their philanthropic endeavors. Click below to watch the recorded Zoom presentation.
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