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home / news releases / BKAMF - The Davenport Equity Opportunities Fund Q1 2025  Commentary

BKAMF - The Davenport Equity Opportunities Fund Q1 2025  Commentary

Brookfield Corporation FXDFR PRF PERPETUAL CAD 25 - Ser 30 Cls A

2025-04-30 11:15:00 ET

Summary

  • The Davenport Equity Opportunities Fund declined 3.90% in Q1 2025, slightly underperforming the Russell Mid Cap® Index’s 3.40% decline.
  • Top performers included O’Reilly Automotive, American Tower Corp, and Fidelity National Financial, driven by defensive attributes and declining rates.
  • Key detractors were Align Technology, Avantor, Mobileye Global, and Clean Harbors, impacted by tariffs, consumer sentiment, and economic concerns.
  • Initiated a position in Okta Inc., expecting revenue growth to reaccelerate and management to continue improving operating margins and free cash flow.

Q1 2025 Market Review

For further details see:

The Davenport Equity Opportunities Fund Q1 2025  Commentary

Stock Information
Company Name: Brookfield Corporation FXDFR PRF PERPETUAL CAD 25 - Ser 30 Cls A
Stock Symbol: BKAMF
Market: OTC
Website: brookfield.com
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