Davy's Debt & Specialist Finance team is the largest in Ireland. We act for both borrowers and investors in the global debt markets.
We are active traders in all sovereign bonds and global credits, and are primary dealers of Irish government bonds.
Our Institutional Services are supported by innovative, timely and commercial ideas based on our knowledge and understanding of the companies we cover and the industries in which they operate.
For more than 85 years, Davy has been committed to serving charitable organisations.
Davy Charities offers comprehensive investment solutions across the Charity, Not-For-Profit, Endowment and Philanthropic investment landscape.
Davy has over 15 years' experience in the credit union market in Ireland, and can offer investment expertise and assistance in relation to regulatory and market developments.
Our dedicated Credit Unions team provides a choice of service offerings to meet the individual requirements of each Credit Union.
Davy offers a competitive share dealing service for Employee Share Option Plans (ESOP).
We have a highly qualified and experienced ESOP team dedicated to assisting members of company share plans. Services include Approved Profit Share Schemes, Employee Share Option Schemes, Restricted Stock Unit Schemes, and Save As You Earn Schemes.
The Ethical Equity Fund seeks to invest in companies that have a proven ability to generate cash flow returns on investment (CFROI) in excess of their cost of capital over many years. We seek to identify companies where we believe these metrics are not reflected in the company’s share price.
Incorporated in our investment process are both “Negative” and “Positive” screening criteria, used to select for investment those companies that uphold best practices.
We focus on high quality companies, which are typically larger firms with strong management, proven business models and healthy balance sheets, i.e. global “blue chip” companies that are listed primarily in developed markets.
Our disciplined investment process ensures that we focus on companies that can deliver not just attractive returns but who are priced at appropriate valuation levels.
We have a proven, repeatable investment process that is built on the collective inputs from our experienced fund management team. We manage a concentrated global portfolio of between 60 and 90 stocks, broadly diversified by geography and sector with a particular focus on risk management.
For further information, please contact our Sales Team.