While passive index-based exchange traded funds still dominant the landscape, a growing chorus of voices are looking for active strategies with a proven track record wrapped up in the nifty and efficient investment vehicle.
“We were among the first to offer time-tested, proven active management – so, no index – in a traditional ETF format,” Dodd Kittsley, Director at Davis Advisors, said at the Charles Schwab IMPACT 2018 conference. “So it really combines the best of both worlds. It brings all the benefits investors are comfortable with ETFs – transparency, tradeability, low cost, tax efficiency – but brings this investment discipline that Davis’ been managing equities specialists for 50 years.”
Investors may look to a time-tested active approach to potentially enhance returns. For example, the actively managed Davis Select U.S. Equity ETF (NasdaqGM: DUSA), Davis Select Financial ETF (NasdaqGM: DFNL), Davis Select International ETF (NasdaqGM: DINT) and 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.