Data & Insight Grounded In Experience
We are a group of seasoned analysts with expertise in equity research, portfolio management, market outlook and commentary. We exclusively provide customized investment advice to D.A. Davidson financial professionals and their clients.
How We Manage the Portfolio
D.A. Davidson works to deliver high-quality middle-market deal flow and impeccable execution.
- Limited selection of leading
- Target a long-term investment horizon
- Monitor each business individually
- Elite companies are not built by accident
- Four company traits contribute to excellence
- Industry Leadership
- Skilled Management
- Resilient Profitability
- Balance Sheet Strength
- Long-term results expected to come from individual stock selection
- Minimize sector allocation differences versus the benchmark
- Rebalance consistently to align with target allocations to minimize risk
- Dividend increases supported by cash flow growth
- Sustained cash flow growth comes from operational excellence
- Sustained dividend growth a mark of disciplined capital allocation
D.A. Davidson works to deliver high-quality middle-market deal flow and impeccable execution.
- Limited selection of leading
- Target a long-term investment horizon
- Monitor each business individually
- Elite companies are not built by accident
- Four company traits contribute to excellence
- Industry Leadership
- Skilled Management
- Resilient Profitability
- Balance Sheet Strength
- Long-term results expected to come from individual stock selection
- Minimize sector allocation differences versus the benchmark
- Rebalance consistently to align with target allocations to minimize risk
- Dividend increases supported by cash flow growth
- Sustained cash flow growth comes from operational excellence
- Sustained dividend growth a mark of disciplined capital allocation