Ken Davis Competitors

Your Possibility. Our Purpose. It’s not just a tagline—it’s a reflection of who we are. As employee-owners, we’re invested in every outcome, approaching each partnership with integrity, accountability, and a commitment to long-term impact. From small projects to large enterprises, our focus is on driving meaningful progress, building trust, and setting a standard for what a true partner can be.

• An independent, employee-owned investment management firm founded in 1969. • A time-tested investment discipline offered to clients through ETFs, mutual funds, variable annuities, separately managed accounts, and offshore funds. • Founded more than 50 years ago, our mission has been to serve our shareholders with high integrity. How We Seek to Compound Long-Term Wealth • We employ a patient, long-term investment approach. • We seek to beat the index, not mirror it. True active management, high-conviction and benchmark-agnostic. • We believe stocks represent ownership interests in businesses and therefore we rigorously research company fundamentals. • We are highly sensitive to valuation, as price can be critical in generating attractive long-term investment results. --------------------------- An investor should consider the investment objectives, risks, charges, and expenses of the Funds carefully before investing. The prospectuses contain this and other information about the Funds. You can obtain a current prospectus calling 800‑279‑0279. Please read the prospectus or summary prospectus carefully before investing or sending money. Investing involves risks including possible loss of principal.

Davis Partners is a commercial real estate services company that implements strategies to drive values for our partners and clients. We are problem solvers who enjoy being responsible for getting results. Founded in 1976, Davis Partners has formed joint ventures and syndications to develop new projects and acquire existing properties and has grown a property management business that now services over 135 properties totaling 22 million square feet throughout Southern California. We have been recognized as the best accounting and back office operation by our largest institutional client and as one of the Best Places to Work by the Orange County Business Journal. Our expertise ranges from development and acquisitions, to debt and equity structuring, to management, leasing and reporting, and to sales and dispositions. Over the years, Davis has developed a business philosophy built on three pillars: Strategy, Accountability and Results. Our experience enables us to see the Big Picture and devise and implement the best strategy to achieve our goals. We take pride in doing a good job for our properties, our clients and our employees, and we expect to be held accountable for fulfilling our responsibilities. We understand that our efforts are only worthwhile if they achieve the best possible results. Please visit our website at www.davispartners.com for more information.