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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Four Active ETFs from Davis (2:55)
Overview of our 4 ETF strategies, providing access to the Davis investment discipline with the conveniences of the ETF structure
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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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Uncovering Opportunities in the Tech Sector (3:35)
How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"
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