Investment Strategies

Small/Mid Cap Equity

The Small/Mid Cap Equity product philosophy calls for an intensive, research-driven approach focusing on small and medium sized companies which are largely undiscovered and/or misunderstood within the marketplace. The mission is to create a portfolio of 30 to 40 quality companies, businesses whose long-term opportunity for growth can be identified in advance of the overall market. Learn more...

Multi-Cap Equity

The Multi-Cap Equity product philosophy calls for a fundamentally-driven approach which seeks companies across market capitalization categories and traditionally-defined investment styles. The mission is to create a portfolio of 45 to 55 quality companies, unconstrained by style or market capitalization restrictions, focusing on the optimization of risk relative to potential reward. Learn more...

Equity Income

The Equity Income strategy is designed to provide outsized returns with below average risk. The mission is to create a portfolio of 30 to 40 strategically advantaged companies, each position size determined by its expected marginal impact on risk and return given the portfolio's current opportunity set. Learn more...

Intermediate Fixed Income

The Intermediate Fixed Income strategy focuses on creating a portfolio which optimizes the risk/return tradeoff within securities whose maturities fall between one and ten years. The mission is to create a portfolio of highly liquid fixed income securities which will produce current income and the potential for appreciation over the long-run. Learn more...

Davidson Multi-Cap Equity Fund

Davidson Multi-Cap Equity Fund (Davidson Mutual Funds) is a diversified mutual fund that seeks long-term capital appreciation by investing in companies across a wide range of market capitalizations and investment styles. Davidson Investment Advisors, Inc. is the investment adviser to the Fund. Visit Davidson Mutual Funds...