Broad Opportunity, Focused Delivery

Our uniquely flexible Multi-Cap Equity strategy seeks to challenge conventional market wisdom with its go-anywhere domestic equity approach. The strategy is broadly diversified across economic sectors and is deliberate in its positioning to help manage risk.

This strategy is designed for long-term investors and is managed with a total return objective. It generally holds 45-55 individual securities.

Davidson Multi-Cap Equity Fund

DIA offers a publicly-traded mutual fund for its Multi-Cap Equity investment strategy through Davidson Funds.

Learn more about Davidson Multi-Cap Equity Fund

We Seek To

Be Flexible

  • Unconstrained by market capitalization and style
  • Portfolio adjusted based on greatest market opportunities
  • Uncompromised investment decisions

Be Different

  • Active portfolio positions
  • Conviction based on fundamentals
  • Challenge conventional market wisdom

Be Disciplined

  • Position sizes commensurate with risk
  • Diversified by economic sector
  • Fully invested
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Insights

Trends 2024

Davidson Investment Advisors provides insight into exciting, disruptive or otherwise new development...

Perspective & Commentary

  • Exploring the Risks of Top-Heavy Markets

    Concentration has become a defining feature of today's financial markets, with just a handful of companies surging in both value and influence, propelling the market to all-time highs.
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  • Now Might Be the Time to Extend Duration on Cash Holdings

    Generally, risk is thought of in terms of volatility or the possibility of loss. However, we often remind ourselves that opportunity cost is another potential hinderance to long-term investment result...
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  • Q3 2024 Commentary

    In Like a Bear, Out Like a Bull – Equity markets open the third quarter on a severe losing streak but finished at, or near, all-time highs.
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  • Q2 2024 Commentary

    The narrow, technology-driven market rally continues ... but a market where few gain and most tread water - or begin to sink - is less than ideal.
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  • Q1 2024 Commentary

    Despite higher interest rates, the economy and labor markets are doing better than most economists anticipated.
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