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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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Surprising Growth in Active ETFs (2:30)

Surprising Growth in Active ETFs (2:30)

Widespread adoption of active ETF strategies, as investors reach beyond index investing
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“Hey ChatGPT – Finish this Building…Oh Wait!” Opportunities in the Industrial Sector (2:25)

“Hey ChatGPT – Finish this Building…Oh Wait!” Opportunities in the Industrial Sector (2:25)

Don't forget opportunities in the real physical world of commodities, agriculture and building products, far from today's over-hyped story stocks
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Davis Select US Equity ETF (DUSA) PM Commentary with Chris Davis

Davis Select US Equity ETF (DUSA) PM Commentary with Chris Davis

How we outperformed the benchmarks in 2025 while underweighting the “Mag 7”; where we see biggest opportunities now and bubbles to avoid
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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.