Fund Performance
through December 31, 2009
|
| |
2009 Return |
History-To-Date* |
DPF
|
28.95% |
8.13%
|
Russell
2000 |
27.17% |
-8.16% |
S&P
500 |
26.46% |
-9.69% |
Fund effective date June 11, 2008
*Annualized |
| Featured Charity |
|
Hands Together for Haiti
"Hands Together builds and runs schools, orphanages, nutrition and feeding programs, medical clinics, and sustainable-development projects, with the goal of building a better life for the suffering people of Haiti."
Please take a moment and learn more about Hands Together for Haiti
|
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What's New
|
| H. Fairfax Ayres, Managing Director. |
 Let me start by welcoming a batch of new charities to our Approved Charities List. We are very excited that such great new charities have decided to get on board so they can benefit from the power of “sustainable giving”. Among these non-profits are Becker College, The Belmont Hill School, Boston University, The Bostonian Society, the Dream House for Medically Fragile Children, University of Pittsburgh and more. Most of these charities will be receiving their first donation checks as part of the March 2010 payments. We look forward to sending checks to these charities for years to come. Read more... |
| Stock Market Update |
| Q & A with William E. B. Davlin, President & Portfolio Manager
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|
Q – How did the fund and its investment style hold up in 2009?
Overall, I would say quite well. As we discussed in our last quarterly letter, we expect our “Quality Value” investment style to out perform in a down market, but lose ground in a raging bull market. In 2009, we had a bear market until March 9th and then a raging bull market lasting until year end, with only a few pauses. Read more...
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| Charity Update |
| William E. B. Davlin, President & Portfolio Manager |
| I relish the times my job allows me to visit with, speak to, and get to know the people who run some of the great charities doing critical work to improve our world. Most of the time, I find my relationship with these charities to be uplifting and full of hope. But there are times that my relationship with a charity breaks my heart. January 12, 2010 was one of those days. Read more... |
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