Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways

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Rigorous Research & Selectivity are Critical in Today’s Market (2:14)

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
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The Attributes We Believe Investors Should Seek When Selecting an Investment Manager (2:25)

The Attributes We Believe Investors Should Seek When Selecting an Investment Manager (2:25)

Look for the same characteristics in an investment manager that you'd look for in a company: a track record of execution, resilience, adaptability to change
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Chris Davis on Bloomberg ETF IQ

Chris Davis on Bloomberg ETF IQ

Rediscovering Financials as “growth stocks in disguise” - an important allocation in both DUSA and DFNL
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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.