Identifying Great Companies
Now Offered at a Discount
Featured PM Videos
A Tale of Two Markets
The distortions and anomalies of the current market environment – extraordinarily narrow leadership, massive performance disparities between growth and value – and the risks and opportunities being created
Opportunities in Today’s Market
Companies and sectors that we believe represent the greatest opportunities today, ranging from high growth digital economy leaders to great, durable and growing companies being offered at prices not seen in years.
Fall 2021 PM Reviews
Our Portfolio Managers on the markets and how we are positioning portfolios now to pursue the opportunities being created.
“…We have built a portfolio that includes growth companies at value prices and value companies with long-term growth. As a result, the portfolio is positioned with less risk and more relative upside than we have seen since the late 1990s.”
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 | 0.62%/0.62% | |
| DINT Davis Select International ETF | 0.65%/0.65% | |
| DWLD Davis Select Worldwide ETF | 0.63%/0.63% | |
| DFNL Davis Select Financial ETF | 0.64%/0.64% |
Wisdom of Great Investors
Timeless principles from some of history's most successful investors: Warren Buffett, Ben Graham, Charlie Munger, and others.
About Davis
Time-Tested True Active Management
With the Traditional Benefits of ETFs
Low cost, tax efficient, transparent
Insights & Commentary
Price is What You Pay, Value is What You Get
Investor attention is dominated by companies optimized for the moment, with high short term growth, momentum - and often big operating losses. At the same time, many truly great companies are being offered at prices not seen in years.
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.
