Our Portfolio Managers on the Markets and New Opportunities
The Most Important Things We Believe Equity Investors Should Focus on Today (6:18)
Why we believe selectivity is more important in a time of great market and economic transition and highs in both market concentration and valuations
Rigorous Research & Selectivity are Critical in Today’s Market (2:14)
Why we’re focused intently on identifying resilient companies with above average growth prospects - and not overpaying
Investment Themes in the Portfolio Today (1:53)
Why we see tailwinds and opportunities across Financials, Tech, Healthcare and Industrials
DUSA (Davis Select US Equity ETF) - Our Actively Managed, Best-Ideas Portfolio
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?”
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
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
Actively managed. Benchmark agnostic. Intra-day liquidity.
Davis Actively Managed ETFs
| Fund | Expense Ratio (gross/net)1 | Documents |
|---|---|---|
| DUSA Davis Select U.S. Equity ETF | 0.61%/0.61% | |
| DINT Davis Select International ETF | 0.66%/0.66% | |
| DWLD Davis Select Worldwide ETF | 0.63%/0.63% | |
| DFNL Davis Select Financial ETF | 0.64%/0.64% |
Annual PM Reviews 2024
Our Portfolio Managers on the markets and how we are positioning portfolios now to pursue the opportunities being created.
About Davis
Time-Tested True Active Management
With the Traditional Benefits of ETFs
Low cost, tax efficient, transparent
Wisdom of Great Investors
Timeless principles from some of history's most successful investors: Warren Buffett, Ben Graham, Charlie Munger, and others.
Insights & Commentary
Portfolio Manager Reviews
Davis & Goei: Actively Managed ETF Pioneers
Davis Selected Advisers, L.P. has contractually agreed to waive fees and/or reimburse the Funds’ expenses to the extent necessary to cap total annual fund operating expenses as shown until March 1, 2025. After that date, there is no assurance that the Adviser will continue to cap expenses. The expense cap cannot be terminated prior to that date, without the consent of the Board of Trustees.
