Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
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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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Why Select Banks are Undervalued Today
Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.
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What to Own and Avoid in Today’s Market
What types of companies should be avoided, and which stand to benefit from the end of the easy money era
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