Equity Fund

The Davis Rea Equity Fund is a long-only equity fund that invests in the world’s leading companies across a variety of sectors and industries. The Fund employs a unique fundamental approach where the merits of each company are assessed from the perspective of a business owner, rather than simply an investor, with the objective being to buy great businesses at attractive prices and own them for the long-term. With a robust investment mandate focused on long-term value creation and fundamental excellence, The Davis Rea Equity Fund offers investors a gateway to some of the most important companies shaping the economies of tomorrow.

• Strategic Focus on North American Excellence: Capitalizing on the region’s high concentration of leading multinational companies with the power to shape the economies of tomorrow.
• Quality over Quantity: Concentrated exposure to high quality businesses with sustainable competitive advantages underpinned by long-term, secular growth trends.
• Long-Term Vision for Compounding Returns: Long-term horizon focussed compounding investor returns tax efficiently.
• Expertise You Can Rely On: Experienced management team with a proven track record.

Fund objective

The objective of the Davis Rea Equity Fund is to protect and grow investor’s capital over multi-decade horizons. The Fund will seek to achieve its investment objectives by primarily investing in medium to large capitalization North American Listed equities.