Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
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Tech – The Magnificent 7 and Beyond
Focus on the Tech Stalwarts with reasonable valuations, in addition to the Online Giants
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The Davis Select Worldwide ETF (DWLD)
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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How we outperformed the benchmarks in 2025 while underweighting the “Mag 7”; where we see biggest opportunities now and bubbles to avoid
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