Davis Opportunity’s uneven sleeve manager roster and extreme risk profile merit a Morningstar Analyst Rating of Neutral for all share classes.
Will DGOCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of DGOCX’s parent organization’s priorities and whether they’re in line with investors’ interests.