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

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Recession Coming? Timing Investment Decisions to Predictions is a Loser’s Game

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Buy and hold regularly outperforms guessing the timing of the next recession. Align with companies that can ride out the storms.
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The Davis Select Worldwide ETF (DWLD)

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Danton Goei, Portfolio Manager of DWLD, on his high-conviction, benchmark agnostic investment approach, where the portfolio is invested geographically and two representative holdings.
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Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.
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Investor Education
A Market Correction is an Opportunity.
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