The speed of the current rate-hiking process and how it’s impacting companies who benefitted in the easy money era
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What Drives Stock Selection in the Davis ETFs’ Active Strategies (1:31)
The basic question our PMs ask: “What kind of businesses do you want to own, and how much do you want to pay?”
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A Closer Look inside DUSA (6:09)
Dodd Kittsley, CFA & Davis Director of ETFs, discusses investment themes, types of companies, and the attractive growth / low multiple companies populating the portfolio
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Investment Themes We’re Focusing On Today
Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
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