Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
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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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The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.
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The types of companies that may continue to thrive if inflation increases.
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