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A Closer Look inside DUSA (6:09)
Dodd Kittsley, CFA & Davis Director of ETFs, discusses investment themes, types of companies, and the attractive growth / low multiple companies populating the portfolio
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Why we don't bet on blockbuster drug approvals - focusing instead on durable companies that are helping to manage costs across the healthcare system
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“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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