Related: Transparent Active Equity ETFs – Not An Oxymoron
After a multi-year bull run, U.S. equities are now trading at lofty valuations, so investors may want to consider options outside of this comfort zone. Opportunities can not be found in the average company in our current market environment. Instead, you have to be selective. After a multi-year bull run, investors may be more at risk in traditional passive, index-based strategies. Passive funds have no valuation discipline and will overweight companies and sectors that have outperformed.
Now, ETF investors can also gain exposure to Davis’ proven research and investment styles through the Davis Select U.S. Equity ETF (NasdaqGM: DUSA), Davis Select Financial ETF (NasdaqGM: DFNL), and Davis Select Worldwide ETF (NasdaqGM: DWLD). DUSA is managed by Christopher Davis and Danton Goei, a portfolio manager for the Davis Large Cap Value Portfolios and a member of the research team. Davis also manages DFNL while Goei manages DWLD.
Financial advisors who are interested in learning more about better investment practices can register for the Thursday, October 5 webcast here.