Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.

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AI Impact Across Industries and Sectors

AI Impact Across Industries and Sectors

Ways artificial intelligence will be impacting business costs and productivity – in ways not yet reflected in their valuations
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 A Closer Look at Healthcare and Industrials

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Demographic tailwinds benefitting Healthcare Services, a focus on electrification and energy efficiency among Industrials
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Davis & Goei: Actively Managed ETF Pioneers

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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Investor Education
A Market Correction is an Opportunity.
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