“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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Disclaimers
Prospectuses and Forms

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PM Chris Davis with David Rubenstein of Carlyle Group

Why all true investing is value investing, the importance of patience, resisting momentum-driven markets, maintaining discipline through volatility.

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Surprising Growth in Active ETFs (2:30)

Widespread adoption of active ETF strategies, as investors reach beyond index investing

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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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Investor Education

A Market Correction is an Opportunity.

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.