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Davenport Value & Income Fund (DVIPX)

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18.46 +0.18    +0.98%
24/04 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 870.43M
Davenport Value & Income 18.46 +0.18 +0.98%

DVIPX Overview

 
On this page you'll find an in-depth profile of Davenport Value & Income Fund. Learn about the key management, total assets, investment strategy and contact information of DVIPX among other information.
Category

Large Value

Total Assets

870.43M

Expenses

0.87%

Inception Date

40543

Contact Information

Address 901 East Cary Street
Richmond,VA 23219
United States
Phone -

Top Executives

Name Title Since Until
Adam B. Bergman Portfolio Manager 2023 Now
Biography Adam B. Bergman, CFA (age 49) joined the Advisor in 2022 and currently serves as a Senior Vice President. Prior to joining the Advisor, Mr. Bergman was a Portfolio Manager and Executive Director at Sterling Capital Management, a Truist subsidiary, from 2007 until 2022
Michael S. Beall Executive Vice President 2010 Now
Biography Michael S. Beall, CFA (age 69) joined the Advisor in 1980 and currently serves as an Executive Vice President and Director.
George L. Smith Senior Vice President 2010 Now
Biography George L. Smith, III, CFA (age 47) joined the Advisor in 1997 and currently serves as a Senior Vice President, Director and coordinator of the buy-side research.
Joel M. Ray Senior Vice President - Director of Equity Research - Investment Policy Com 2020 2023
Biography Joel Ray is a member of the Davenport Investment Policy Committee as well as the Director of Equity Research. He has been in the industry since 1981 and at Davenport & Company since 2004. Joel received his BA in Biology from Colgate University and his MBA from Cornell University (Johnson). He is a holder of the Chartered Financial Analyst designation.
Christopher G. Pearson Analyst 2019 2023
Biography Christopher G. Pearson, CFA (age 39) joined the Advisor in 2006 and currently serves as a Senior Vice President and Director
John P. Ackerly Senior Vice President 2010 2023
Biography Serves on Davenport's Executive Committee and Board of Directors; President of the Davenport Mutual Funds; Past President, Richmond Society of Financial Analysts; Previously served as Portfolio Manager for Central Fidelity Bank
E. Trigg Brown Executive Vice President 2010 2023
Biography E. Trigg Brown, Jr. (age 57) joined Davenport & Company LLC in 1982 and currently serves as a Financial Advisor and the Branch Manager of the Advisor’s Richmond, Virginia branch. Mr. Brown is a member of the Advisor’s Executive Committee and has been a member of the Investment Policy Committee since October 2002.
Robert B. Giles Executive Vice President 2010 2023
Biography Robert B. Giles joined Davenport & Company in 1967 and currently serves as an Executive Vice President and Director. Mr. Giles has been a member of the IPC since July 2007.
David M. West Senior Vice President, former Director, equity Research Analyst 2012 2019
Biography David M. West, CFA joined Davenport & Company LLC. in 1990 and currently serves as Senior Vice President, Director and a co-director of the equity research department. Mr. West is a member of the firm’s Executive Committee and has been a member of the IPC since 2012.
William M. Noftsinger Senior Vice President 2010 2019
Biography Serves on Davenport's Board of Directors; Member of Davenport's Portfolio Review Committee; Previously worked at Wheat First Securities.
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