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

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Tariffs, Geopolitics and the Fallacy of Forecasts (3:50)

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Markets overreact in the face of uncertainty. Our economy, businesses and markets are dynamic and will adapt – a huge strength
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The Attributes We Believe Investors Should Seek When Selecting an Investment Manager (2:25)

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Look for the same characteristics in an investment manager that you'd look for in a company: a track record of execution, resilience, adaptability to change
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Davis & Goei: Actively Managed ETF Pioneers

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Investor Education
A Market Correction is an Opportunity.
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