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Davy Global Fund Management Limited
Tom Berrigan · Asset Manager · Multi-Strategy
Davy Global Fund Management Limited (DGFM), established in 2014, was a Dublin-based asset management firm and 'Super ManCo' within the Davy Group. Specializing in ESG-integrated investment solutions and management company services, it provided oversight for both UCITS and alternative investment funds (AIFs). The firm was acquired by global investor services provider IQ-EQ in 2021 and subsequently rebranded as IQ-EQ Fund Management (Ireland) Limited. Its heritage is rooted in the broader Davy Group, an Irish financial institution founded in 1926.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +32.3% |
| YTD return | +26.3% |
| Sharpe ratio | 3.63 |
| Win rate | 59% |
| AUM | $0.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.davygfm.com |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AMD | Advanced Micro Devices Inc | 13.9% | +81.7% |
| TSLA | Tesla Inc | 8.5% | -12.8% |
| TSM | Taiwan Semiconductor Manufacturing | 8.5% | +36.6% |
| GOOGL | Alphabet Inc Class A | 7.9% | +17.3% |
| TER | Teradyne Inc | 4.9% | +64.3% |
| MSFT | Microsoft Corporation | 4.9% | +1.0% |
| AMZN | Amazon.com Inc | 4.5% | +9.1% |
| TWST | Twist Bioscience Corp | 4.5% | +73.2% |
| AAPL | Apple Inc | 4.3% | +23.1% |
| DE | Deere & Company | 4.1% | +28.7% |
| JPM | JPMorgan Chase & Co | 3.9% | +13.2% |
| CRSP | Crispr Therapeutics AG | 3.9% | -1.8% |
| SHOP | Shopify Inc | 3.6% | -4.3% |
| HOOD | Robinhood Markets Inc | 3.5% | +19.8% |
| PLTR | Palantir Technologies Inc. | 3.4% | -1.7% |
| TXG | 10X Genomics Inc | 3.4% | +88.1% |
| TEM | Tempus AI, Inc. Class A Common Stock | 3.2% | +3.1% |
| JNJ | Johnson & Johnson | 3.0% | +4.3% |
| MRK | Merck & Company Inc | 3.0% | +10.8% |
| CSCO | Cisco Systems Inc | 3.0% | -4.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | TER | 4.9% → 4.9% |
| Sep 7, 2026 | BUY | TXG | 3.4% → 3.4% |
| Sep 7, 2026 | SELL | TSM | 8.5% → 8.5% |
| Sep 7, 2026 | SELL | TEM | 3.2% → 3.2% |
| Sep 7, 2026 | SELL | MRK | 3.0% → 3.0% |
Investment Style Analysis
Davy Global Fund Management Limited is widely recognized for employing a Multi-Strategy strategy. As of Sep 11, 2026, the firm oversees approximately $0.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Auto Manufacturers sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Davy Global Fund Management Limited made a significant move by reducing the position in TER. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
DGFM follows a 'Quality' investment philosophy, evaluating companies through the lenses of profitability, persistence, protection, and people. It believes that high-quality business characteristics are reinforced by robust ESG research, which serves to mitigate long-term risks. The firm utilizes a proprietary quantitative model alongside active fundamental analysis to manage diversified portfolios across equities, fixed income, and alternative assets.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Davy Global Fund Management Limited.
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Frequently asked questions
How is the simulated portfolio for Davy Global Fund Management Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Davy Global Fund Management Limited's largest holding?
As of the latest filing, Davy Global Fund Management Limited's top position is Advanced Micro Devices Inc (AMD), representing 13.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is Davy Global Fund Management Limited's historical performance and risk profile?
Our simulation indicates a total return of +32.3% with a win rate of 59%. Notably, the portfolio maintains a Sharpe Ratio of 3.63, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Davy Global Fund Management Limited primarily invest in?
Davy Global Fund Management Limited has a strong preference for the Semiconductors sector, which makes up 22.4% of their disclosed assets. The portfolio also has exposure to Auto Manufacturers, indicating a specific thematic focus.
Is Davy Global Fund Management Limited's portfolio concentrated or diversified?
Davy Global Fund Management Limited runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 30.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Davy Global Fund Management Limited performed in 2026?
Our AI-simulated model portfolio for Davy Global Fund Management Limited tracks a Year-to-Date (YTD) return of +26.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Tom Berrigan manage Davy Global Fund Management Limited directly?
Yes, Tom Berrigan serves as the key portfolio manager for Davy Global Fund Management Limited, overseeing the investment strategy and final capital allocation decisions.