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.
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.