Broad Opportunity, Focused Delivery

Our uniquely flexible Multi-Cap Equity strategy seeks to challenge conventional market wisdom with its go-anywhere domestic equity approach. The strategy is broadly diversified across economic sectors and is deliberate in its positioning to help manage risk.

This strategy is designed for long-term investors and is managed with a total return objective. It generally holds 45-55 individual securities.

Davidson Multi-Cap Equity Fund

DIA offers a publicly-traded mutual fund for its Multi-Cap Equity investment strategy through Davidson Funds.

Learn more about Davidson Multi-Cap Equity Fund

We Seek To

Be Flexible

  • Unconstrained by market capitalization and style
  • Portfolio adjusted based on greatest market opportunities
  • Uncompromised investment decisions

Be Different

  • Active portfolio positions
  • Conviction based on fundamentals
  • Challenge conventional market wisdom

Be Disciplined

  • Position sizes commensurate with risk
  • Diversified by economic sector
  • Fully invested
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