The Davy ESG Equity Fund is an actively managed global equity portfolio with an ethical overlay or screening process. We use MSCI, which is a leading global provider of independent research into the environmental, social, governance (ESG) and the ethical performance of companies.
The co-lead Fund Managers Des Flood and Brian Kennedy have over 20 years’ experience managing global equity funds. They are supported by an eight-strong Global Equity team which has over 120 years of combined investment experience.
The investment team utilises a robust investment process which blends a proprietary and structured quantitative model with bottom-up fundamental stock analysis. The result is a strategy focused on identifying stocks with the appropriate quality characteristics to deliver sustainable excess returns.
Davy Asset Management’s overall aim is to grow our clients’ assets through the application of a consistent and disciplined investment process.