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DUSA Has Hit Its Stride, But Concerns Remain

11:19pm, Wednesday, 10'th Apr 2024
DUSA is an actively managed vehicle offering exposure to an ultra-minimalist equity portfolio calibrated using sophisticated methods based on the Davis Investment Discipline. It seems DUSA may have fi
The Capital One-Discover merger represents a strategic endeavor to create a formidable player in the global payments landscape.
DUSA is an actively managed ETF with a highly selective investment strategy based on the Davis Investment Discipline. 2023 was grossly successful for the fund as it beat IVV for the first time since i
Davis Select U.S. Equity ETF has an ultra-minimalist, high-conviction approach to portfolio management. It has placed the lion's share of its bets on financials, which is one of the key reasons for it
DUSA is an actively managed vehicle with a concentrated portfolio of mostly U.S. mega and large caps, with a footprint in developed markets. Almost 44% of its net assets are allocated to the 5 main ho
In the last five years, many well-established asset managers joined the ETF market, including Capital Group, DoubleLine, Federated, Harbor, Neuberger Berman, and Matthews Asia. But Davis Advisors was

Active Management A Mixed Bag For ETFs

06:45pm, Friday, 22'nd Jul 2022
These ETFs have been outperforming recently, but there are caveats for investors to keep in mind.

The Active ETF Tent Is Growing Larger

08:41pm, Monday, 18'th Apr 2022
Despite representing just 4% of ETF assets at the end of the first quarter of 2022, actively managed ETFs pulled in 11% of the net inflows in the first three months of the year.
NEW YORK--(BUSINESS WIRE)--Davis ETFs are actively managed ETFs with combined assets of over $1.2 billion and were launched in 2017. Davis Selected Advisers, L.P. announced today plans to transfer the
After years as an index fund evangelist at top ETF firms like BlackRock and SSgA, Dodd Kittsley did a 180 of sorts, becoming Director of active manager Davis Advisors. Still opposed to the “closet i
The Large Cap Blend style ranks second in Q4'20. Based on an aggregation of ratings of 61 ETFs and 661 mutual funds in the Large Cap Blend style.

Why We Stay Moderately Pro-Risk

02:10am, Tuesday, 15'th Sep 2020
The improving macro backdrop, a strong risk rally and rising volatility leave us moderately pro-risk over coming months, with a preference for credit.

Tactical Asset Allocation - September 2020

06:29am, Monday, 14'th Sep 2020
Our leading economic indicators suggest growth is gaining momentum. Global market sentiment continues to improve, as evidenced by broad-based outperformance of risky assets over defensive assets in bo

Industrial Production Gathers Steam

02:58pm, Sunday, 13'th Sep 2020
Industrial production rose 3% in July. This followed a rise in May and June.
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