Davy Asset Management is unlikely to be a name that many know about in the UK. The company itself has been around since 1920 and the funds have been for clients on the financial services group. This fund was taken over by Chantal Brennan in 2015 and she has formalised the investment process. Since taking on the fund has returned 64.99% vs the benchmark of 28.01%. Performance has improved since the team came on board.
They have positioned themselves as a boutique fund manager focusing on quality. The quality part is centred around four pillars; profitability, persistence (profitability over time), protection (low leverage and volatility) and people (how capital is allocated)….read more