Oregon State Investment Group
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DADCO Portfolio

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The D.A. Davidson or "DADCO" Portfolio is the Group's opportunity to compete directly with 20 schools across the U.S. The competition resets all accounts to $50,000 at the start of September. Any return generated in excess of 5% is shared equally between D.A. Davidson and the participating school. The one-year time horizon inherently lends itself to more risk than the Large-Cap portfolio. We attempt to identify securities we believe have been undervalued by the market or are priced at opportunistic levels. This is primarily achieved by identifying stock-specific catalysts. 

2016-2017 Competition

  • 3rd place
  • 24% return, outperformed the S&P 500 by more than 10%
  • Positions
    • Alaska Air Group
    • Nike, Inc.
    • Facebook
    • Edwards Lifesciences
    • Cognex Corporation
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  • Home
  • About us
    • Process
    • History
    • Performance Reports
    • Reading List
  • Portfolios
    • Large-Cap
    • Global
    • DADCO
  • Meet Our Team
    • Management >
      • SPECIALTY
    • Analysts
    • Faculty
    • Alumni
  • Join OSIG
  • Contact
  • Donate