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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Why experience teaches that “You make most of your money in a bear market, you just don’t realize it at the time”
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Davis & Goei: Actively Managed ETF Pioneers
Consuelo Mack interviews PMs Chris Davis and Danton Goei on the key advantages of active management within an equity ETF: Rigorous research, high conviction stock selection, a portfolio distinct from the index, low costs, tax efficiency, transparency, intraday liquidity
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