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Five of the portfolio's 10 equity sectors made a positive impact on performance in 2025, with Industrials, IT, and Financials making the largest positive contributions, while Consumer Discretionary, Energy, and Consumer Staples had the biggest negative effect. Our top contributor at the holdings level was nLIGHT, whose shares have outperformed due to upward revisions to the outlook for its aerospace & defense customers. The Fund's top-detracting position was Lakeland Industries.

Endava plc (DAVA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Endava plc (DAVA) Q2 2026 Earnings Call Transcript

Endava PLC Sponsored ADR (DAVA) came out with quarterly earnings of $0.21 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.38 per share a year ago.

LONDON--(BUSINESS WIRE)--Endava plc (NYSE: DAVA) ("Endava" or the "Company"), the technology-driven business transformation group whose AI-native approach combines cutting edge technology with deep industry expertise, today announced results for the three months ended December 31, 2025 ("Q2 FY2026"). "Over the past several quarters we have been investing heavily in our pivot towards AI to establish Endava as an AI leader. These investments have encompassed recruitment and training of NextGen Ta.

LONDON--(BUSINESS WIRE)--Endava (NYSE: DAVA), the business transformation group, has today announced a significant expansion of its partnership with Cognition.

LONDON--(BUSINESS WIRE)--Endava, the technology-driven business transformation group whose AI-native approach combines cutting edge technology with deep industry expertise, today announced a partnership with Miro®, the AI Innovation Workspace for teams, to bring collaborative AI workflows to Endava's global operations and enhance its AI-native delivery model Dava.Flow™. Endava will deploy Miro enterprise-wide, compressing decision cycles and improving alignment across distributed teams. This pa.