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 Equity Fund.
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.