OUR INVESTMENT PHILOSOPHY

Our core belief is that investment markets often deviate from fair value and we believe we can take advantage of these opportunities through our structured and repeatable investment process. Our investment research is focused on cash-flow returns compared to a company’s cost of capital as the means of identifying companies that are creating long-term shareholder value. We see ourselves as providers of capital to companies who can sustainably create value over time.

OUR PROCESS  

We adopt a collegiate yet robust approach, employing a structured research process that leverages our experience and expertise. Our ideas-focussed culture enables us to make sensible investment decisions within a controlled risk framework. We employ screening tools that filter the global investment universe and undertake rigorous fundamental research prior to allocating capital. We believe that our investment process will deliver outperformance via stock selection.

OUR AIM 

We aim to deliver sustainable, superior risk adjusted returns for our clients over the long term, by consistently adhering to our investment philosophy and process.

Find out more about how we work

For further information on our investment approach, please contact our Sales Team. Give us a call on +353 1 614 8874 or email us at assetmanagement@davy.ie