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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Dodd Kittsley, CFA & Davis Director of ETFs, discusses investment themes, types of companies, and the attractive growth / low multiple companies populating the portfolio
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Davis Select US Equity ETF (DUSA) PM Commentary with Chris Davis
How we outperformed the benchmarks in 2025 while underweighting the “Mag 7”; where we see biggest opportunities now and bubbles to avoid
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