Identifying Great Companies
Now Offered at a Discount
Featured PM Videos
The Types of Businesses That Can Build Generational Wealth
Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
Where We See Opportunity, and the Fallacy of Growth vs Value
Areas we’re finding undervalued “Growth” companies and “Value” companies with durable, underappreciated earnings growth
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
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
Podcast: Has Market Dispersion Turned Investors into Speculators?
In a market characterized by a handful of wildly expensive growth companies, the sweet spot may be “growth” businesses at reasonable valuations, and “value” companies with underappreciated growth characteristics
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.
