How emotion can impact the ability of investors to successfully compound wealth and the importance of partnering with a financial advisor.

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What Drives Stock Selection in the Davis ETFs’ Active Strategies (1:31)

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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Incorporating DUSA in a Portfolio Allocation (1:44)

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How investors are using DUSA, the types of managers we pair well with in a diversified portfolio allocation
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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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Investor Education
A Market Correction is an Opportunity.
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