Why the leaders of any tech revolution do not always end up the winners – No one can dictate outcomes and adaptability will be key
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What Drives Stock Selection in the Davis ETFs’ Active Strategies (1:31)
The basic question our PMs ask: “What kind of businesses do you want to own, and how much do you want to pay?”
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Davis & Goei: Actively Managed ETF Pioneers
Consuelo Mack interviews PMs Chris Davis and Danton Goei on the key advantages of active management within an equity ETF: Rigorous research, high conviction stock selection, a portfolio distinct from the index, low costs, tax efficiency, transparency, intraday liquidity
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Chris Davis on Bloomberg ETF IQ
Rediscovering Financials as “growth stocks in disguise” - an important allocation in both DUSA and DFNL
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