The ETF industry continues to expand at an accelerated pace. U.S.-listed ETFs saw a surge of inflows as U.S. equity indexes advanced to new record highs. The key industry trends and potential opportunities are highlighted at the midpoint of the year. In this panel discussion, 4 experts discuss the outlook for the ETF market and offer insight into the different types of exchange-traded funds: Ed Rosenberg | Senior Vice President, Head of ETFs, American Century Investments Dodd Kittsley, CFA | Director, Davis Advisors Richard Koerner | ETF Sales Manager, Fidelity Investments Mark Hackett, CFA, CMT | Chief of Investment Research, Nationwide
Davis ETFs and the Opportunity in International Equities Today
Dodd Kittsley, CFA & Davis National Director, discusses Davis’ active equity ETFs, why investors should reserve a place in their portfolios for active management and trends driving international investment returns.
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)
Chris Davis on Opportunities, Risks & Successful Active Management
Chris Davis, Portfolio Manager & Chairman at Davis Advisors, highlights where he is investing today, including: carefully-research international business, select financial companies and durable, well managed US businesses. He also outlines what to look for in a successful active manager.
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 $1,000 Hot Dog
Chris Davis, Chairman & Portfolio Manager at Davis Advisors, shares his grandfather’s timeless lesson on the importance of saving, maintaining purchasing power, and the miracle of compounding. $1,000 Hot Dog Barron's Interview: webreprints.djreprints.com Introducing Davis Actively Managed ETFs: Download
Selecting a Successful Active Manager
Chris Davis, Chairman of Davis Advisors, discusses the attributes of successful active managers, including low costs, being benchmark-agnostic and eating your own cooking. He also discusses Davis’ three new actively-managed ETFs, DUSA, DFNL and DWLD, and how they provide access to opportunities often under-represented in client allocations.
Actively Managed Equity ETFs & the Opportunity in Financial Stocks
Chris Davis, Chairman and PM at Davis Advisors describes the focus of his company's latest equity ETFs, offers insights into the characteristics that define a successful active manager and discusses why select financials are one of the most attractive areas in today’s market.
Key Considerations When Placing ETF Trades
Dodd Kittsley, Director of ETFs at Davis Advisors, highlights four tips for investing in ETFs, including using limit orders, avoiding trades at the market open and close and other considerations.
The Importance of Healthy Investor Behavior
Christopher Davis, Chairman and Portfolio Manager at Davis Advisors, discusses the common pitfalls that often sabotage an investor’s return and how advisors can help.