Investors have rushed to a narrow universe of companies, driving valuations higher and placing the stocks in danger if growth disappoints
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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 investors looking to maximize investment opportunity need to consider the many growing, high quality companies outside the U.S.
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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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