The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.

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Davis & Goei: Actively Managed ETF Pioneers

Davis & Goei: Actively Managed ETF Pioneers

Consuelo Mack interviews PMs Chris Davis and Danton Goei on the key advantages of active management within an equity ETF: Rigorous research, high conviction stock selection, a portfolio distinct from the index, low costs, tax efficiency, transparency, intraday liquidity
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How Inflation Impacts Portfolio Positioning

How Inflation Impacts Portfolio Positioning

The types of companies that may continue to thrive if inflation increases.
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Investor Education
A Market Correction is an Opportunity.
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