This Fund Doesn’t Need Tech Stocks to Stay On Top

Barron’s | February 2021

Read this Barron’s interview with George Smith and Chris Pearson, Co-Managers of the Davenport Small Cap Focus Fund.

Virtual Investor Summit Series

Davenport Asset Management | February 2021

Join us Feb 17th for a live Zoom presentation as John Diehl helps us look past the media’s “crisis du jour” to become more disciplined investors. John is a Managing Director with Hartford Funds and oversees their Applied Insights group.

Davenport Small Cap Focus (DSCPX) Clobbers the Broader Market

Kiplinger | December 2020

Read this profile on DSCPX from Kiplinger.

Morningstar Analyst Take on DEOPX

Morningstar | December 2020

The Davenport Equity Opportunities Fund (DEOPX) was profiled by Morningstar in this recent Analyst Take. Read on for their thoughts on the Fund, as well as comments on our firm history and culture.

DEOPX & DVIPX: These Benchmark-Beating Davenport Funds Are Celebrating 10-Years

Davenport Asset Management | December 2020

Benchmark-beating performance over the long-term – that’s the legacy of our Equity Opportunities and Value & Income Funds. Read on as we analyze the 10-year track records of these two Davenport Funds.

Investment Policy Committee Update

Davenport Asset Management | June 2020

Effective July 1, 2020, George Smith will become Chairman of the IPC. 

Davenport & Co.’s Small-Cap Focus Fund Marks Five-Year Run with High Returns on Low Risk Profile

The Richmond Times-Dispatch | January 2020

George Smith and Chris Pearson of Davenport Asset Management discuss the five-year anniversary of the Davenport Small Cap Focus Fund (DSCPX).

Seeking Companies That Thrive by Raising Prices

The New York Times | July 2019

George Smith and Chris Pearson of Davenport Asset Management were interviewed on the philosophy and methodology they bring to managing the Davenport Equity Opportunities Fund (DEOPX).

* 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.