Why our commitment to a single investment philosophy, uncommon co-investment, true active management and experience have generated attractive returns versus the benchmarks over nearly half a century

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Why Cash May Not be King (1:45)

Why Cash May Not be King (1:45)

Being on the sidelines may feel safer, but over the long term inflation destroys cash’s purchasing power while equities build true wealth
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Incorporating DUSA in a Portfolio Allocation (1:44)

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 & Goei: Actively Managed ETF Pioneers

Davis & Goei: Actively Managed ETF Pioneers

Consuelo Mack interviews PMs Chris Davis and Danton Goei on the key advantages of active management within an equity ETF: Rigorous research, high conviction stock selection, a portfolio distinct from the index, low costs, tax efficiency, transparency, intraday liquidity
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Investor Education
A Market Correction is an Opportunity.
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