Rediscovering Financials as “growth stocks in disguise” - an important allocation in both DUSA and DFNL
For current performance and expense ratio:
DUSA, DFNL, DWLD, DINT
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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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AI Impact Across Industries and Sectors
Ways artificial intelligence will be impacting business costs and productivity – in ways not yet reflected in their valuations
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Investors have rushed to a narrow universe of companies, driving valuations higher and placing the stocks in danger if growth disappoints
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