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

More Videos

A Closer Look inside DUSA (6:09)

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
Watch Now
 A Closer Look at Healthcare and Industrials

A Closer Look at Healthcare and Industrials

Demographic tailwinds benefitting Healthcare Services, a focus on electrification and energy efficiency among Industrials
Watch Now
PM Chris Davis on Investing in the Age of AI

PM Chris Davis on Investing in the Age of AI

As investors navigate one of the most consequential technological shifts in history, a practical framework for categorizing companies as " Winners", "Enablers" or "The Walking Dead"
Watch Now
Investor Education
A Market Correction is an Opportunity.
Read More