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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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Amazon, GE and What to Look for in a Business (3:53)

Amazon, GE and What to Look for in a Business (3:53)

How a company management can create or destroy business value over time
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A Closer Look at Healthcare and Industrials

A Closer Look at Healthcare and Industrials

Demographic tailwinds benefitting Healthcare Services, a focus on electrification and energy efficiency among Industrials
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Unpacking DUSA’s Top Performance in 2025

Unpacking DUSA’s Top Performance in 2025

PM Chris Davis on what has helped Davis Select US Equity ETF (DUSA) become one of the top active ETFs in the industry.
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Investor Education
A Market Correction is an Opportunity.
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This is not a recommendation to buy, sell or hold any specific security. Holdings are subject to change. Click here for current fund holdings: DUSA, DFNL, DWLD, DINT.