How an advisor can help guide clients’ perspective in good markets and bad, fostering the successful compounding of wealth

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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
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Investment Themes We’re Focusing On Today

Investment Themes We’re Focusing On Today

Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
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You Always Sound Smarter when You’re Bearish

You Always Sound Smarter when You’re Bearish

The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
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Investor Education
A Market Correction is an Opportunity.
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Click here for current fund holdings: DUSA