“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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Uncovering Opportunities in the Tech Sector (3:35)

How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"

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Davis Advisors Launches Davis Select International ETF (DINT)

Listen to Portfolio Manager Danton Goei discuss the launch of DINT - Davis Select International ETF

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How Inflation Impacts Portfolio Positioning

The types of companies that may continue to thrive if inflation increases.

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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.