Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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Four Active ETFs from Davis (2:55)
Overview of our 4 ETF strategies, providing access to the Davis investment discipline with the conveniences of the ETF structure
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The Danger of Overly Aggressive Growth Assumptions (1:30)
Why investors often overpay for the inflated growth projections of today's high flyers - taking on risk in the areas they see as safe
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Active Management Can Add Value
The qualities to look for in an active manager that have fostered outperformance versus the passive indices
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