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Tuesday, July 10, 2012

Davidson Adds its Second Fund

Reported by JY

Montana is not too far from Wall Street to build a mutual fund family. Indeed, Davidson Investment Advisors [profile] is taking the wraps off the Davidson Small/Mid Equity Fund, its second mutual fund.

Andrew Davidson, president of Davidson, told MFWire that this additional fund is for investors who have an interest in Davidson's investment philosophy. The fund takes the investment advisors philosophy and applies it to a different objective, he explained.

The firm already offers the Davidson Multi-Cap Equity Fund, which held $47.4 million of assets as of June 9, according to Morningstar.

The new mutual fund was created in order to "provide an opportunity for investors interested in small/mid cap opportunities and a chance to fulfill their asset allocations," said Davidson.

Chief investment officer Edward Crotty PMs the new fund, which will seek out shares of companies that are "largely undiscovered and/or misunderstood in the marketplace."


Davidson Investment Advisors Launches Small/Mid Equity Mutual Fund

GREAT FALLS, Mont., Jul 10, 2012 -- Davidson Investment Advisors, an employee-owned asset management firm, today announced it has launched the Davidson Small/Mid Equity Fund.

The Davidson Small/Mid Equity Fund is suited for investors seeking broad stock market exposure of small to mid-size companies with a strong emphasis on fundamental research and risk management. The Davidson Fund Family now consists of two funds: the Davidson Small/Mid Equity Fund and the Davidson Multi-Cap Equity Fund.

"The Davidson Small/Mid Equity Fund is managed by a team of seven experienced investment professionals," said 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."

"We are very pleased to leverage our extensive research framework, sound investment process and collaborative team of managers to launch a second fund that aligns with our mission of providing consistent returns for our investors," said Andrew Davidson, president of Davidson Investment Advisors. "This mutual fund represents the continued goal of Davidson Investment Advisors to provide products that allow more investors to access the firm's investment strategies."

About Davidson Investment Advisors

Founded in 1975, Davidson Investment Advisors is a registered investment advisory firm that provides professional asset management services for a variety of clients. The firm offers four distinct investment strategies, managed with a consistent approach and a focus on independent thought within the context of a team orientation.

Davidson Investment Advisors is a subsidiary of Davidson Companies, an employee-owned financial services holding company with 1,100 employees. Davidson Companies is based in Montana and operates from offices in 17 states, with its main footprint in the West and Midwest. Also part of the Davidson Companies family are D.A. Davidson & Co., the largest full-service brokerage based in the Northwest; Davidson Trust Co., a trust and wealth management company; and Davidson Fixed Income Management, a registered investment adviser providing fixed income services largely to institutional investors.

Davidson Investment Advisors is the advisor for the Davidson Funds which are distributed by Quasar Distributors, LLC. 6/2012

SOURCE: Davidson Investment Advisors

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