
130 billion asset base. The much smaller Davis Opportunity RPEAX owns a stake as well, but the analyst-run fund still has ..... position in AMOAX three months later. As for AGTHX, ANEFX, and RPEAX , none have released full portfolios since the end of 2011
The fund can be concentrated in certain sectors and names.Noted fund managers Chris Davis and Ken Feinberg are involved with the fund only on the margins.All-cap approach may not appeal to style purists.The fund overlaps somewhat with its large-cap sibling, Davis New York Venture.Volatility is
The fund can be concentrated in certain sectors and names.Noted fund managers Chris Davis and Ken Feinberg are involved with the fund only on the margins.All-cap approach may not appeal to style purists.The fund does overlap somewhat with its large-cap sibling, Davis New York Venture.Volatility is
Chris Davis is Portfolio Manager for Davis Opportunity ( RPEAX ) . Below is the semiannual letter to shareholders. Market Perspectives 1 In the first half of 2009 the market remained in a broad
management. So far, performance has been in between that of Davis New York Venture NYVTX and the mid-cap Davis Growth Opportunity RPEAX . This fund has less in financials and a slightly lower median market cap, presumably because that's where the most attractive
Davis Growth Opportunity is a cut above most mid-cap funds. Investing skill and a long-term focus set this fund apart. Ken Feinberg and Chris Davis vigorously analyze balance sheets and look for companies that can consistently generate strong cash flows. In addition, they get to know the management
Selected/Davis groups, four of its 10 funds are selections, including Selected American SLASX and Davis Growth Opportunity RPEAX . Finally, there are a few families that have fewer picks than might be expected. Janus, for example, has just two picks
managers Chris Davis and Ken Feinberg have been running a great mid-cap load fund by the name of Davis Growth Opportunity RPEAX . However, they weren't available in no-load form until Bramwell's exit. So far, Davis Growth Opportunity has been
and he's also zoomed past his large-growth competitors. The fund is pretty tax efficient , too. Davis Growth Opportunity RPEAX This was an easy one. We've had no-load Selected American SLASX in our 401(k) for a long time and that offering and
Aurora SSRAX Vanguard 500 Index VFINX Vanguard Capital Opp. VHCOX Vanguard Selected Val. VASVX Davis Growth Opportunity RPEAX Dreyfus Appreciation DGAGX Fidelity Contrafund FCNTX Fidelity Equity-Income FEQIX Fundamental Investors ANCFX Invesco Health