Wall Street Transcript: Money Manager Interview
January 2016

  • Mike Beall and George Smith, Davenport Asset Management, discuss growing capital over time with less risk than the overall market

Richmond Times-Dispatch: Looming Fed Discussion on Interest Rates
September 2015

  • George Smith, Asset Management, discusses looming fed interest rate decision

Portfolio Perspective: From George Smith
August 2015

  • Davenport Investment Policy Committee member and co-manager of Davenport Equity Opportuties (DEOPX) discusses recent market volatility and its impact on portfolios

Kiplinger's: Active Funds that Work
May 2015

  • Personal finance journal Kiplinger's recognizes Davenport Equity Opportuties (DEOPX) as one of a select few managers that outperformed in 2014.

Ticker: Davenport Equity Opportunities Team Highlighted
May 2015

Kiplinger's: Investing Like Owners
April 2014

  • Personal finance journal Kiplinger's includes Davenport Equity Opportunities (DEOPX) on it's equity recommended list
  • Davenport's Core Portfolio (DAVPX) recogized as a selected S&P Capital IQ large-cap core manager

*  The Morningstar Rating for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. DSCPX was rated against the following numbers of U.S.-domiciled Small Cap Blend funds over the following time period(s): 652 funds overall and in the last three years. With respect to these Small Cap Blend funds, DSCPX received a Morningstar Rating of four shares for the overall and three-year period.