Brian Clancy - Davidson Multi Insider

Davidson Multi Cap Equity A -- USA Fund  

USD 25.14  0.09  0.36%

Fund Manager since August 11, 2008

Brian P. Clancy CFA is a Senior Vice President and Portfolio Manager of the Davidson Investment Advisors Inc. Mr. Clancy joined the Advisor in October 2004. Prior to joining Davidson Investment Advisors Brian served as coportfolio manager of SAFECO Asset Management. 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. Mr. Clancy is a CFA charterholder and a member of the CFA Society of Seattle and serves on the Board of Directors for D.A. Davidson and Co. Brian earned a BS in mathematics from the United States Naval Academy and earned an MBA from the University of Washington.
  Money Manager Since 2008  CFA    
877-332-0529  

Management Performance (%)

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Found 2 records

One Year Return

Peter MatthewFidelity Total Market Index Inv
3.84%
Louis BottariFidelity Total Market Index Inv
3.84%

Fund Summary

The fund invests at least 80% of its net assets in equity securities across a wide range of market capitalizations and investment styles with attractive fundamental characteristics. It will invest its assets in both value and growth stocks, as well as dividendpaying and nondividendpaying stocks. The fund may invest up to 25% of its net assets in foreign securities. It may invest up to 20% of its net assets in put and call options and 20% of its net assets in other investment companies.The fund is listed under Large Blend category and is part of Davidson Mutual Funds family.
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Top Management

Davidson Multi Cap Leadership Team
Brian Clancy, Money Manager, CFA

Fund Performance

Davidson Multi Performance Indicators