Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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The basic question our PMs ask: “What kind of businesses do you want to own, and how much do you want to pay?”
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The Davis Select Worldwide ETF (DWLD)
Danton Goei, Portfolio Manager of DWLD, on his high-conviction, benchmark agnostic investment approach, where the portfolio is invested geographically and two representative holdings.
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