Davis ETFs
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“Fragile Value” & “Speculative Growth” Areas to Avoid

Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways

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Stewardship, Patience and Going Against the Crowd (3:59)

Stewardship, Patience and Going Against the Crowd (3:59)

Chris Davis and Bill Miller reflect on 40 years of friendship and how temperament has impacted their respective investment styles
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The Danger of Overly Aggressive Growth Assumptions (1:30)

The Danger of Overly Aggressive Growth Assumptions (1:30)

Why investors often overpay for the inflated growth projections of today's high flyers - taking on risk in the areas they see as safe
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Opportunities in the “Picks & Shovels” of the Tech Sector (1:26)

Opportunities in the “Picks & Shovels” of the Tech Sector (1:26)

Identifying the great, but out-of-the spotlight companies that support the current tech revolution
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Investor Education
A Market Correction is an Opportunity.
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This is not a recommendation to buy, sell or hold any specific security. Holdings are subject to change. Click here for current fund holdings: DUSA, DFNL, DWLD, DINT.