Investors can tap into global opportunities through actively managed exchange traded funds that are backed by years of experience.
On the upcoming webcast, Going Global in Your Portfolio with Active ETFs, Christopher Davis, Chairman and Portfolio Manager for Davis Advisors, and Danton Goei, Portfolio Manager for Davis Advisors, will outline the current global market environment, highlight the worldwide opportunities that may help investors diversity portfolios and potentially improve returns and discuss how true active management can add value when investing internationally.
Investors may look to a time-tested active approach to potentially enhance returns. For example, the actively managed Davis Select International ETF (NasdaqGM: DINT) and the Davis Select Worldwide ETF (NasdaqGM: DWLD) are backed by Davis Advisors’ focuses on long-term opportunities and incorporate the money manager’s judgement experience, high conviction, low turnover, accountability and alignment. The Davis team screens for fundamental characteristics, including cash flows assets and liabilities, and other criteria.
The newer Davis Select International ETF seeks to generate long-term growth of capital by investing in common stocks issued by foreign developed and emerging market companies, whereas DWLD covers world markets, including the U.S.
The two funds are managed by veteran portfolio manager Danton Goei, whom joined Davis Advisors in 1998.
Durable Businesses with Competitive Advantages
Davis Advisors’ management style largely targets durable businesses with above average margin returns, strong competitive advantages and durability. Companies also have to show strong management that have been in place for over five years as long-term investors can be sure that these are ethical, honest people that will help the business last. Additionally, the management team will determine valuation or what’s the right price of the company, targeting long-term free cash flow of businesses, owner earnings and how durable the cash is available.
DINT’s top holdings as of June 1 include Alibaba Group 7.7%, Naspers 6.3%, Hollysys Auomation Technologies 5.5%, Safran 5.2% and New Oriental Education & Technology Group 4.6%.
DWLD’s top holdings as of June 1 include Alibaba Group 6.7%, Alphabet 6.5%, Amazon 6.5%, Naspers 5.4% and Wells Fargo 4.5%.
Financial advisors who are interested in learning more about global investment opportunities can register for the Tuesday, June 5 webcast here.