The long period of low interest rate fueled a bubble, creating widespread market distortions and irrational valuations
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What to Own and Avoid in a Changing Environment
As rates normalize, specific companies attributes may be rewarded or penalized by the markets
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Investment Themes We’re Focusing On Today
Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
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Davis Advisors Launches Davis Select International ETF (DINT)
Listen to Portfolio Manager Danton Goei discuss the launch of DINT - Davis Select International ETF
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