Chris Davis and Bill Miller reflect on 40 years of friendship and how temperament has impacted their respective investment styles
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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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Incorporating DUSA in a Portfolio Allocation (1:44)
How investors are using DUSA, the types of managers we pair well with in a diversified portfolio allocation
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Davis Select US Equity ETF (DUSA) PM Commentary with Chris Davis
How we outperformed the benchmarks in 2025 while underweighting the “Mag 7”; where we see biggest opportunities now and bubbles to avoid
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