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

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PM Chris Davis with David Rubenstein of Carlyle Group

PM Chris Davis with David Rubenstein of Carlyle Group

Why all true investing is value investing, the importance of patience, resisting momentum-driven markets, maintaining discipline through volatility.
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What Drives Stock Selection in the Davis ETFs’ Active Strategies (1:31)

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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Tech – The Magnificent 7 and Beyond

Tech – The Magnificent 7 and Beyond

Focus on the Tech Stalwarts with reasonable valuations, in addition to the Online Giants
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Investor Education
A Market Correction is an Opportunity.
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