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

More Videos

The Danger of Overly Aggressive Growth Assumptions (1:30)

The Danger of Overly Aggressive Growth Assumptions (1:30)

Why investors often overpay for the inflated growth projections of today's high flyers - taking on risk in the areas they see as safe
Watch Now
The Types of Businesses That Can Build Generational Wealth

The Types of Businesses That Can Build Generational Wealth

Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
Watch Now
The Opportunity in Semi-Conductors

The Opportunity in Semi-Conductors

The huge, long-term tailwinds driving Semiconductor growth
Watch Now
Investor Education
A Market Correction is an Opportunity.
Read More

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.