The ever-expanding margins and valuations of the past decade are unlikely to be sustained
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Four Active ETFs from Davis (2:55)
Overview of our 4 ETF strategies, providing access to the Davis investment discipline with the conveniences of the ETF structure
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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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A Closer Look at Healthcare and Industrials
Demographic tailwinds benefitting Healthcare Services, a focus on electrification and energy efficiency among Industrials
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