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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The Attributes We Believe Investors Should Seek When Selecting an Investment Manager (2:25)
Look for the same characteristics in an investment manager that you'd look for in a company: a track record of execution, resilience, adaptability to change
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Strategies to Mitigate the Investor Behavior Penalty (3:40)
The most common and damaging investor penalty comes from rushing in at euphoric high prices and panic selling at the lows. Here's a real alternative.
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Financials – Underappreciated and Undervalued
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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