Davy Global Fund Management (“DGFMDGFM”) is a leading management company in Ireland, which provides management company services for collective investment vehicles (both UCITS and AIFs) and manages individual portfolios for discretionary mandate clients in, among others, the banking, pension, charity, corporate, insurance and fund sectors. DGFM was formed by an internal merger between Davy Investment Fund Services (DIFS) and Davy Asset Management (DAM) and is wholly-owned by Green Bay Acquisitions Limited, which in turn is wholly owned by J&E Davy Holdings.
For U.S. clients, DGFM offers global and international equity (world excluding the U.S.) mandates utilising our proprietary QUALITY, Quantamental, ESG (QQE) investment process. We believe high QUALITY companies outperform over the long term. By combining the strengths of both quantitative and fundamental (“Quantamental”) analysis while focusing on our bespoke definition of QUALITY, we aim to improve our insights and provide consistent performance for all of our strategies. The result is an integrated investment philosophy and process, culminating in high-conviction portfolios of high QUALITY stocks held at appropriate valuations. We view responsible investing as a key part of our fiduciary duty to our clients. Fundamentally, we view a company’s ability to manage its environmental, social and governance (“ESG”) risks as representative of how it manages its long-term business risks and complementary to our QUALITY philosophy.
Our equity strategies include Global ESG Equity, Global Equity Income, Global Brands and Global Small and Mid-Cap Equities (“Discovery”).
DGFM also offers management and discretionary investment management services to Alternative Investment Funds (“AIFsas well as Undertakings for the Collective Investment of Transferable Securities (“UCITS”) and other pooled investment vehicles, domiciled in Ireland, Luxembourg and more recently, Italy which may from time to time be offered and sold to U.S. investors that meet eligibility requirements, and may engage DGFM as management company and / or investment manager pursuant to a Management Agreement.
For U.S. clients, all global and international equity portfolios are managed on a long only basis, with no shorting of securities allowed. Portfolios are typically comprised of 40 to 60 securities. DGFM has established a U.S. office in Chicago, Illinois from which the current Director, U.S. Institutions operates. The U.S. office does not provide investment advice and all final approval of account opening remains in Dublin. As of December 31, 2018, total assets under management for DGFM were as follows:
Discretionary: $6,166,933,402
Non-Discretionary: $1,637,333
Please note that DGFM does not participate in any wrap fee programs.
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Open Brochure from SEC website
Pooled Investment Vehicles $7,313,699,035
Discretionary $7,639,875,702
Non-Discretionary $
Registered Web Sites

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