DF DENT & CO INC Profile
DF Dent & Co Inc. is an investment management firm based out of Baltimore, Maryland. The company was established in 1976 and has been offering independent investment advisory services for almost four decades. Since the company’s inception, DF Dent & Co has grown to have 14 employees and is led by Chairman and President Daniel Forbes Dent. The firm conducts its research internally with the director of research being Bruce L. Kennedy. DF Dent & Co invests in the fixed income and public equity markets within the U.S., focusing on the growth stocks of companies across all market caps. The company invests most heavily in the industrials sector, which alone makes up over quarter of its total asset allocations, and also invests in the finance and information technology sectors, which each make up another fifth of its total asset allocations, and also in the consumer discretionary, health care, and materials sectors, among others to a lesser degree, in order of decreasing allocation. DF Dent & Co’s top 10 holdings make up just over a third of its total holdings and the company has a turnover rate of approximately 19.5%. The firm holds approximately $4.5 billion in total assets under management spread across 886 accounts, all of which are discretionary accounts. Both of DF Dent & Co’s total number of accounts held and total assets under management have been increasing in recent years with its total managed assets growing significantly from its $2.1 billion amount back in 2010 to well over twice that amount today. DF Dent & Co mainly caters to high net worth individuals, which alone makes up almost half of its client base, and also provides to individuals, charities, pension and profit sharing plans, investment companies, corporations, and state or municipal entities, in order of decreasing clientele. The company currently offers its Small Cap, MidCap, and Premier Growth mutual funds.