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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The Davis Select Worldwide ETF (DWLD)

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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What to Own and Avoid in Today’s Market

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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Navigating Headwinds with Active Management

Navigating Headwinds with Active Management

The ever-expanding margins and valuations of the past decade are unlikely to be sustained
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Investor Education
A Market Correction is an Opportunity.
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