How the end of the free money era is ending the distortions of the past decade and returning rationality to the marketsv
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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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Why we don't bet on blockbuster drug approvals - focusing instead on durable companies that are helping to manage costs across the healthcare system
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How Inflation Impacts Portfolio Positioning
The types of companies that may continue to thrive if inflation increases.
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