As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?
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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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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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“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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