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