Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
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AI: Separating Hype from Opportunity (4:17)
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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Financials – Underappreciated and Undervalued
Why are Financials attractive now? Financials are the cheapest sector in the market, yet have the strongest balance sheets in their history, growing market dominance, record net income and an improving regulatory environment.
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