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)

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

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 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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Investor Education
A Market Correction is an Opportunity.
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