The Davenport Equity Opportunities Fund managers are unafraid to be different when it comes to finding high-quality investments to add to their fund.
Beyond that, there's little restriction on the types of investments Pearson and Smith are looking at.
Owner-operated businesses are a favorite for the fund managers, who prefer to find management that has skin in the game.
AdvertisementFinally, the fund managers aren't afraid to hold onto their investments even if the market disagrees with their thesis.
"Longer term, I think healthcare is an interesting place to invest just given the innovation, the stable demand, and the importance to society."
Persons:
George Smith, Chris Pearson, Smith, who's, Pearson, we're, they're, Stocks, hasn't
Organizations:
Service, Business, The, The Davenport Equity, Fund, Opportunities Fund, Davenport Equity, Pearson, Nation Entertainment, Ticketmaster, Kinsale Capital Group, Clean Harbors
Locations:
The Davenport, Davenport, Kinsale, Richmond, Avantor