DAVY ASSET MANAGEMENT Overview

Davy Asset Management Ltd is an investment advisor that manages 4.1 BN dollars in regulatory AUM and has 44 employees, of which 16 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 538MM in positions, representing 13% of the manager's regulatory AUM.

DAVY ASSET MANAGEMENT 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
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

DAVY ASSET MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 5.25% Tech 8.31% 0.33% 0 36%
XOM 4.04% Energy 2.87% -0.16% 0 29%
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DAVY ASSET MANAGEMENT Founders and Key Employees

Name Title In Position Since
Peter P. Newman Cfo January-2014
Eamonn G. Doyle Coo January-2014
Ger Knowles Cco January-2014
Joan Mcgrath Director January-2014
Paul O'Shea Director January-2014
Paul R. Giblin Ceo And Director October-2014

DAVY ASSET MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company

DAVY ASSET MANAGEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

DAM’s Organization and Structure:

DAM focuses on two areas, Asset Management and Relationship Management. This segregation allows each Asset Manager to concentrate on his or her assigned product or market sector, as appropriate. Examples of products include global equity income, global equities, mid cap equities and international fixed interest. Examples of market sectors include International Fixed Interest, U.K. Equities, U.S. Equities, Irish/Continental European Equities, Far Eastern Equities and Currencies. Each Relationship Manager is responsible for identifying and attending to the individual needs of his or her assigned client portfolios. Asset Managers and Relationship Managers communicate regularly to ensure that optimal investment strategies are used for each client’s portfolio. DAM notes that investing in securities involves risk of loss that clients should be prepared to bear.

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DAVY ASSET MANAGEMENT Portfolio Concentration

DAVY ASSET MANAGEMENT Location

DAVY HOUSE
49 DAWSON STREET
DUBLIN 2, IRELAND ,

DAVY ASSET MANAGEMENT Contact Information

Phone Number: 353 1 6797788
Fax Number: 353 1 6148727
Website:

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