The Davenport Equity Opportunities Fund Q4 2024 Commentary

March 21, 2025 12:30:00 pm

Source: SeekingAlpha

2025-03-21 12:30:00 ET

Summary

Davenport Equity Opportunities Fund achieved a 9.72% annual gain, underperforming the Russell Mid Cap® Index's 15.34% return.
Top contributors included LiveNation, Brookfield Corp, and Mobileye Global, driven by favorable market conditions and strong company performance.
Detractors were American Tower Corp and Avantor Inc., impacted by rising interest rates and sector-specific challenges.
Increased position in Align Technologies, viewing it as a dominant growth company with significant long-term potential despite current market challenges.

...

For further details see:

Brookfield Asset Management Inc Pfd Shs Cl A Ser 24

-0.1% G/L:

$16.19 Last:

1,500 Volume:

$16.2067 Open:

Market Cap $105,273,323,599

Float 1,989,323,138

Insiders Ownership N/A

Institutions 474

Short Percent N/A

Industry Asset Management Services

Sector Finance

Country CA

City Toronto