Brian Clancy - Davidson Multi-cap Fund Manager
| DFMAX Fund | USD 31.32 0.36 1.16% |
Brian is coportfolio manager of the Davidson MultiCap Equity strategy. Brian has twentyone years of investment experience prior to joining Davidson Investment Advisors, Brian served as coportfolio manager of SAFECO Asset Managements MultiCap Core fund. Additionally, Brian served as a portfolio manager for the SAFECO Trust Company in Seattle. Beyond portfolio management duties, Brian operated as an equity analyst covering the semiconductor, semiconductor capital equipment, communications technology, office equipment, beverage, and waste management industries. Brian is a member of the CFA Society of Seattle, and serves on the Board of Directors for D.A. Davidson Co. Brian earned a BS in mathematics from the United States Naval Academy and earned an MBA from the University of Washington.
| Phone | 877-332-0529 |
Davidson Multi-cap Management Performance (%)
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Davidson Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Davidson Multi-cap a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Price To Earning | 19.15 X | ||||
| Price To Book | 2.61 X | ||||
| Price To Sales | 1.90 X | ||||
| Total Asset | 99.16 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 4.88 % | ||||
| One Year Return | 15.28 % | ||||
| Three Year Return | 6.90 % | ||||
| Five Year Return | 12.99 % | ||||
| Ten Year Return | 11.49 % |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Davidson Multi-cap in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Davidson Multi-cap's short interest history, or implied volatility extrapolated from Davidson Multi-cap options trading.
Pair Trading with Davidson Multi-cap
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Davidson Multi-cap position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Davidson Multi-cap will appreciate offsetting losses from the drop in the long position's value.Moving together with Davidson Mutual Fund
| 0.98 | VTSAX | Vanguard Total Stock | PairCorr |
| 0.98 | VFIAX | Vanguard 500 Index | PairCorr |
| 0.98 | VTSMX | Vanguard Total Stock | PairCorr |
| 0.98 | VITSX | Vanguard Total Stock | PairCorr |
Moving against Davidson Mutual Fund
| 0.63 | PFHCX | Pacific Funds Small | PairCorr |
The ability to find closely correlated positions to Davidson Multi-cap could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Davidson Multi-cap when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Davidson Multi-cap - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Davidson Multi Cap Equity to buy it.
The correlation of Davidson Multi-cap is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Davidson Multi-cap moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Davidson Multi Cap moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Davidson Multi-cap can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Davidson Multi Cap Equity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Davidson Multi Cap information on this page should be used as a complementary analysis to other Davidson Multi-cap's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.