Why our commitment to a single investment philosophy, uncommon co-investment, true active management and experience have generated attractive returns versus the benchmarks over nearly half a century
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Dodd Kittsley, CFA & Davis Director of ETFs, discusses investment themes, types of companies, and the attractive growth / low multiple companies populating the portfolio
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Why we believe selectivity is more important in a time of great market and economic transition and highs in both market concentration and valuations
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Why the best-run Financials continue to be significantly undervalued, as investors misunderstand their durability and earnings power
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