Creating Value with Concentration and Flexibility
Davenport Equity Opportunities Fund
Apr 22, 2015
Companies generating excess cash are sound investment ideas, especially when management has a long-term track record of reinvesting free cash flow. Chris Pearson and George Smith, portfolio managers of the Davenport Equity Opportunities Fund, complement their concentrated and opportunistic approach with a rigorous research process that seeks to identify attractive business models run by superior capital allocators.