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

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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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“Value Creators and Price Takers” - Investing in Healthcare Today (4:42)

“Value Creators and Price Takers” - Investing in Healthcare Today (4:42)

Why we don't bet on blockbuster drug approvals - focusing instead on durable companies that are helping to manage costs across the healthcare system
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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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