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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Investment Themes We’re Focusing On Today
Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
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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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Davis Advisors – Unique Attributes
Why our commitment to a single investment philosophy, uncommon co-investment, true active management and experience have generated attractive returns versus the benchmarks over nearly half a century
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