MASTERCLASS: International Investing - November 2018
Being overweight in the U.S. has served investors decent returns, but that may be about to change. With volatility hitting Wall Street and driving markets overseas, investors around the world are growing increasingly worried. Three investment strategists join together to discuss how to navigate risk, the effects on geopolitical landscapes and the overall global economy. Patricia Ribiero - SVP, Senior Portfolio Manager at American Century Brian Barish, CFA - President, CIO at Cambiar Investors LLC Danton Goei - Portfolio Manager, Davis International & Global Strategies at Davis Advisors For Financial Professional Use Only / Not for distribution to the public.
The Case for International Investing
Davis PM and Chairman Chris Davis and Davis PM Danton Goei discuss the powerful combination of growth and value in select international equities, three long-term investment trends that should drive international returns and how true active management can add value.
Davis Launches International Active ETF: DINT
Davis discusses DINT, their new actively managed equity ETF focused on opportunities around the world. DINT seeks to beat the index, not mirror it. It capitalizes on the rise of the online consumer worldwide, the expansion of global transportation, and the boom in for-profit education in Asia, investing in around 40 carefully selected businesses vs. 1,864 in the MSCI ACWI ex US index. Davis Select Financial ETF (DFNL) Davis Select US Equity ETF (DUSA)
Davis & Goei - Actively Managed ETF Pioneers
Consuelo Mack of Wealthtrack interviews Davis PMs Chris Davis and Danton Goei on the key advantages of active management within an equity ETF: Rigorous research, high conviction stock selection, a portfolio distinct from the index, low costs, tax efficiency, transparency, intraday liquidity Davis Select Worldwide ETF (DWLD) http://www.davisetfs.com/etfs/worldwide Davis Select Financial ETF (DFNL) http://www.davisetfs.com/etfs/financial Davis Select US Equity ETF (DUSA) http://davisetfs.com/etfs/us_equity Please read the disclaimer.
The Davis Select Worldwide ETF (DWLD)
Danton Goei, Portfolio Manager of DWLD, describes his high-conviction, benchmark agnostic investment approach, where the portfolio is invested geographically and two representative holdings: Naspers and Safran.