Davis ETFs
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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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AI: Separating Hype from Opportunity (4:17)

AI: Separating Hype from Opportunity (4:17)

Why the leaders of any tech revolution do not always end up the winners – No one can dictate outcomes and adaptability will be key
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Tech – The Magnificent 7 and Beyond

Tech – The Magnificent 7 and Beyond

Focus on the Tech Stalwarts with reasonable valuations, in addition to the Online Giants
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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.