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
The end of the “easy money” era is unwinding the market distortions of the past decade, reinventing the landscape for businesses and investors
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Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
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Why are Financials attractive now? Financials are the cheapest sector in the market, yet have the strongest balance sheets in their history, growing market dominance, record net income and an improving regulatory environment.
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