Penn Davis McFarland Inc. is a research-driven investment manager based in Dallas, Texas, with a strong focus on client service. With over forty years of experience, they employ a disciplined and long-term investment process to help individuals, families, and institutions protect and grow their financial assets.
Founded in 1977, Penn Davis McFarland is a registered investment advisor that offers discretionary asset management, equity and fixed income investments, and family office services. Their investment philosophy is rooted in fundamental analysis, seeking companies with market leadership, robust cash flow generation, a healthy balance sheet, and a shareholder-friendly management team. While they have a global focus, their strategy is implemented through U.S.-listed securities.
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