Why we may be in the early innings of a “rotation” toward lower-valuation, less-favored areas of the market.
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Davis Advisors Launches Davis Select International ETF (DINT)
Listen to Portfolio Manager Danton Goei discuss the launch of DINT - Davis Select International ETF
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Impact of Inflation & Rising Rates on Portfolio Positioning
Equities remain the preferable asset class – Particularly companies with the pricing power to pass along higher costs (select Tech and Industrials) or who benefit outright from rising rates (Financials)
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Why We Trimmed AMZN, FB, GOOG and DGX “on strength” in 2021
Why we took profits on some strong-performing tech names based on relative opportunity and regulatory concerns
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