Skip to Content

Davis Opportunity A RPEAX

Analyst rating as of

Morningstar’s Analysis

Will RPEAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Davis Opportunity Sleeve Manager Departs; Ratings Unchanged


Analyst Note

| |

Energy specialist and portfolio manager Kent Whitaker left the multimanager offering Davis Opportunity and Davis Advisors on Feb. 12, 2021. His departure comes in aftermath of the firm’s decision to exit all its oil and gas stocks in 2020’s second quarter as its long-term outlook on the industry dimmed, leaving little room for Whitaker to utilize his decades of expertise.

Unlock our full analysis with Morningstar Premium