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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A Closer Look inside DUSA (6:09)
Dodd Kittsley, CFA & Davis Director of ETFs, discusses investment themes, types of companies, and the attractive growth / low multiple companies populating the portfolio
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Rising Multiples Carried the Markets through the “Easy Money” Decade. What’s Next?
With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.
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The Return to Rationality
The bursting of the easy money bubble marks a huge transition for the markets
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