There is insufficient data to calculate a profile for DAVIS R M INC. Symmetric profiles are based upon 13-F filings, which all hedge funds with over a 100MM in AUM are required to disclose with the SEC. As part of the filing, funds are required to disclose equity long positions in their portfolio. The absense of any long equity positions or insignificant AUM may be a few reasons for the lack of data on this fund.

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 to . The fund's latest filing disclosed 0MM in positions, representing 0% of the manager's regulatory AUM.

DAVIS R M INC StockAlpha

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Fundamental & Technical Factor Exposure

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DAVIS R M INC Since Last Filing Return Details

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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


DAVIS R M INC Contact Information

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