The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DGOCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the DGOCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of DGOCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Eclectic but somewhat familiar.
Tony Thomas
Principal
Summary
Davis Opportunity is a fair offering that's best for long-term investors who can handle a bumpy ride.