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 06/30/19. The fund's latest filing disclosed 310MM in positions, representing 7% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 06/30/19. The fund's latest filing disclosed 310MM in positions, representing 7% of the manager's regulatory AUM.
DAVY ASSET MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DAVY ASSET MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 6.61% | Tech | 3.3% | -0.02% | 0 | 40% | ||
| JPM | 3.65% | Financials | 7.47% | 0.24% | 0 | 31% | ||
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FEATURED IN
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.
Inve...
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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.
Inve...
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DAVY ASSET MANAGEMENT Portfolio Concentration
DAVY ASSET MANAGEMENT Location
DAVY HOUSE
49 DAWSON STREET
DUBLIN 2, IRELAND ,
49 DAWSON STREET
DUBLIN 2, IRELAND ,
DAVY ASSET MANAGEMENT Contact Information
Phone Number: 353 1 6797788
Fax Number: 353 1 6148727
Website: null
Fax Number: 353 1 6148727
Website: null
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