“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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Opportunities in the “Picks & Shovels” of the Tech Sector (1:26)

Identifying the great, but out-of-the spotlight companies that support the current tech revolution

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Recession Coming? Timing Investment Decisions to Predictions is a Loser’s Game

Buy and hold regularly outperforms guessing the timing of the next recession. Align with companies that can ride out the storms.

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Unpacking DUSA’s Top Performance in 2025

PM Chris Davis on what has helped Davis Select US Equity ETF (DUSA) become one of the top active ETFs in the industry.

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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.