July 10, 2012
--- An employee-owned asset management firm, Davidson Investment Advisors, launched the Davidson Small/Mid Equity Fund. ---
The fund is designed for investors
seeking broad stock market exposure of small to midsize companies with an
emphasis on fundamental research and risk management. The company’s fund family
has two funds: the Davidson Small/Mid Equity Fund and the Davidson Multi-Cap
The fund of small and midsize
equities is managed by a team of seven investment professionals, according to
Edward Crotty, chief investment officer and portfolio manager at Davidson
Investment Advisors. “It focuses on an intense, research-driven approach of
small and medium size companies that are largely undiscovered and/or misunderstood
in the marketplace,” Crotty said.
Davidson Investment Advisors is a
subsidiary of Davidson Companies, an employee-owned financial services holding
company in Montana.