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BKAMF - The Davenport Core Leaders Fund Q1 2025 Commentary
Brookfield Corporation FXDFR PRF PERPETUAL CAD 25 - Ser 30 Cls A
2025-04-30 10:15:00 ET
Summary
The Davenport Core Leaders Fund declined 3.48% in Q1 2025 but outperformed the S&P 500 Index, which fell 4.27%, amid a challenging market environment.
Sector allocation, particularly underweight positions in Information Technology and Consumer Discretionary, significantly supported the Fund's relative performance.
Top contributors included Spotify, Vertex Pharmaceuticals, Berkshire Hathaway, Uber, and Intercontinental Exchange, while NVIDIA and other tech stocks were major detractors.
Despite market volatility, we added new positions in Trane Technologies and increased stakes in Analog Devices and Novo Nordisk, focusing on high-quality, growth-oriented companies.