DAVIS R M INC Overview
Davis R M Inc is an investment advisor that manages 3.1 BN dollars in regulatory AUM and has 39 employees, of which 20 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/19. The fund's latest filing disclosed 3BN in positions, representing 99% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/19. The fund's latest filing disclosed 3BN in positions, representing 99% of the manager's regulatory AUM.
DAVIS R M INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DAVIS R M INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 3.68% | Tech | -13.2% | -0.02% | 0 | 34% | ||
| IWV | 3% | ETF | -20.9% | -0.05% | 1 | 2% | ||
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FEATURED IN
DAVIS R M INC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Richard A. Carriuolo | Clo, Director, 5% Owner | May-1994 |
| Brian H. Noyes | 5% Owner, Director | January-1993 |
| Robert M. Davis | Ceo, Cfo, Director, 5% Owner | July-1978 |
| Wendy A. Laidlaw | Coo, Chief Compliance Officer | January-2002 |
| Geoffrey K. Alexander | President, Director, 5% Owner | January-2004 |
| Mark A. Fernandez | 5% Owner, Director | January-2004 |
DAVIS R M INC Brokers, Custodians, Auditors and Administrators
| Type | Company |
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DAVIS R M INC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
For “Full Service” accounts, the Company primarily invests in individual equities (including American Depository Receipts for non-United States companies), individual fixed income securities (bonds and certificates of deposit) and international equity mutual and exchange traded funds, primarily traded on United States stock exchanges.
At the outset of a client relationship, the Company discusses and establishes an asset allocation objective with the client. The Company then manages the client's account to that objective and any other specific investment objectives established with the client. Periodically, all such objectives are discussed with the client and adjusted, as needed.
For individual equities in a "Full Service" account, the Company uses a "blended style" approach, investing in companies of various market capitalizations, but with an emphasis on large capitalization compa...
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For “Full Service” accounts, the Company primarily invests in individual equities (including American Depository Receipts for non-United States companies), individual fixed income securities (bonds and certificates of deposit) and international equity mutual and exchange traded funds, primarily traded on United States stock exchanges.
At the outset of a client relationship, the Company discusses and establishes an asset allocation objective with the client. The Company then manages the client's account to that objective and any other specific investment objectives established with the client. Periodically, all such objectives are discussed with the client and adjusted, as needed.
For individual equities in a "Full Service" account, the Company uses a "blended style" approach, investing in companies of various market capitalizations, but with an emphasis on large capitalization compa...
Unlock Full Investment Process Description
DAVIS R M INC Portfolio Concentration
DAVIS R M INC Location
24 CITY CENTER
PORTLAND, Maine
UNITED STATES, 04101-4069
PORTLAND, Maine
UNITED STATES, 04101-4069
DAVIS R M INC Contact Information
Phone Number: 207-774-0022
Fax Number: 207-774-0023
Website: http://www.rmdavis.com
Fax Number: 207-774-0023
Website: http://www.rmdavis.com
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