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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The Davis Select Worldwide ETF (DWLD)
Danton Goei, Portfolio Manager of DWLD, on his high-conviction, benchmark agnostic investment approach, where the portfolio is invested geographically and two representative holdings.
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Why International
Why investors looking to maximize investment opportunity need to consider the many growing, high quality companies outside the U.S.
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Financials – Underappreciated and Undervalued
Why are Financials attractive now? Financials are the cheapest sector in the market, yet have the strongest balance sheets in their history, growing market dominance, record net income and an improving regulatory environment.
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