Energy specialist and portfolio manager Kent Whitaker left the multimanager offering Davis Opportunity and Davis Advisors on Feb. 12, 2021. His departure comes in aftermath of the firm’s decision to exit all its oil and gas stocks in 2020’s second quarter as its long-term outlook on the industry dimmed, leaving little room for Whitaker to utilize his decades of expertise.
Will RPEAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RPEAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the RPEAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of RPEAX’s parent organization’s priorities and whether they’re in line with investors’ interests.