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

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Stewardship, Patience and Going Against the Crowd (3:59)

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Chris Davis and Bill Miller reflect on 40 years of friendship and how temperament has impacted their respective investment styles
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Overview of our 4 ETF strategies, providing access to the Davis investment discipline with the conveniences of the ETF structure
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Recession Coming? Timing Investment Decisions to Predictions is a Loser’s Game

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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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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.