Zoom Call with Our Portfolio Managers
Subjects focused on some of the most important issues facing investors today.
Zoom Call on U.S. Economy & Markets
Is the Long Term Bull Market Still Intact?
Why we may be in the early innings of a “rotation” toward lower-valuation, less-favored areas of the market.
Opportunity in Financials and Investor Misperceptions
Financials are again proving their resilience. We believe rising rates may boost earnings, offering significant opportunity from today’s low valuations.
Impact of Inflation & Rising Rates on Portfolio Positioning
Equities remain the preferable asset class – Particularly companies with the pricing power to pass along higher costs (select Tech and Industrials) or who benefit outright from rising rates (Financials)
Zoom Call on Ukraine Conflict & the Markets
Investing Through Ukraine and Other Crises
Is the current environment unprecedented? Combating the uncertainty felt by every investor when confronted with inevitable crises.
Ukraine and the U.S. Economy
Ways the Ukraine conflict has accelerated existing trends in inflation, the unwinding of globalization and “just-in-time” supply chains.
Ukraine and the Economies of Europe, Asia
Ukraine conflict impacts to economies, trade, equity and commodity markets, and central bank policy around the globe.
Actively managed. Benchmark agnostic. Intra-day liquidity.
Davis Actively Managed ETFs
| Fund | Expense Ratio (gross/net)1 | Documents |
|---|---|---|
| DUSA Davis Select U.S. Equity ETF | 0.61%/0.61% | |
| DINT Davis Select International ETF | 0.64%/0.64% | |
| DWLD Davis Select Worldwide ETF | 0.62%/0.62% | |
| DFNL Davis Select Financial ETF | 0.62%/0.62% |
Annual 2022 PM Reviews
Our Portfolio Managers on the markets and how we are positioning portfolios now to pursue the opportunities being created.
About Davis
Time-Tested True Active Management
With the Traditional Benefits of ETFs
Low cost, tax efficient, transparent
Wisdom of Great Investors
Timeless principles from some of history's most successful investors: Warren Buffett, Ben Graham, Charlie Munger, and others.
Insights & Commentary
Inside ETFs Podcast: See Straight Through ETFs with Chris Davis
PM Chris Davis on fully transparent, actively managed Davis ETFs; what’s driving our individual stock selection today across US, Global, International and Financial ETFs
Podcast: Does Price Matter? Finding Growing Businesses at Reasonable Prices
Why growing, durable businesses with pricing power, bought at reasonable prices are an attractive choice in a world of rising inflation
Financials: Underappreciated and Undervalued
Financials are the cheapest sector in the market – despite the strongest balance sheets in their history and their capture of a growing share of the market’s total earnings over the decade
Portfolio Manager Reviews
Davis & Goei: Actively Managed ETF Pioneers
Davis Selected Advisers, L.P. has contractually agreed to waive fees and/or reimburse the Funds’ expenses to the extent necessary to cap total annual fund operating expenses as shown until March 1, 2022. After that date, there is no assurance that the Adviser will continue to cap expenses. The expense cap cannot be terminated prior to that date, without the consent of the Board of Trustees.
