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 06/30/16. The fund's latest filing disclosed 2BN in positions, representing 66% of the manager's regulatory AUM.

DAVIS R M INC StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

DAVIS R M INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
WCN 2.65% Industrials 0% -0.04% 0 6%
IWV 2.42% ETF 2.32% 0% 1 2%
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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

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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DAVIS R M INC Portfolio Concentration

DAVIS R M INC Location

UNITED STATES, 04101-4069

DAVIS R M INC Contact Information

Phone Number: 207-774-0022
Fax Number: 207-774-0023



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