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

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Four Active ETFs from Davis (2:55)

Four Active ETFs from Davis (2:55)

Overview of our 4 ETF strategies, providing access to the Davis investment discipline with the conveniences of the ETF structure
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Uncovering Opportunities in the Tech Sector (3:35)

Uncovering Opportunities in the Tech Sector (3:35)

How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"
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“Fragile Value” & “Speculative Growth” Areas to Avoid

“Fragile Value” & “Speculative Growth” Areas to Avoid

Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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Investor Education
A Market Correction is an Opportunity.
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