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Davis Advisors: Proven Active Management
Chris Davis on his firm’s time-tested, benchmark-agnostic investment approach, and two fundamental questions that lie at the heart of their research process.
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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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How Inflation Impacts Portfolio Positioning
The types of companies that may continue to thrive if inflation increases.
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