Research & Selectivity: Davis Advisors Market Outlook & Active ETFs скачать в хорошем качестве

Research & Selectivity: Davis Advisors Market Outlook & Active ETFs

In this episode of Lead-Lag Live, Michael Gayed sits down with Dodd Kittsley, Co-CIO of Davis Advisors, to discuss why fundamental research and selectivity are becoming increasingly critical as markets transition into a period of normalized interest rates. From Davis Advisors’ 60-year history of “eating their own cooking” to the evolution of active equity ETFs, Kittsley explains how a high-conviction, benchmark-agnostic investment philosophy can help investors compound capital over the long term—especially in a richly valued market. From the “time arbitrage” embedded in their discipline to their views on AI-driven growth and undervalued financials, Kittsley outlines why what investors don’t own may matter just as much as what they do in the next market cycle. In this episode: – Why Davis Advisors pioneered the active equity ETF space nearly a decade ago – The benefits of high-conviction, concentrated portfolios that ignore benchmarks – How “picks and mortars” technology is reshaping financials like Capital One – Valuation discipline in an overvalued market and the risks of unsustainable dividends – The “time arbitrage” advantage of long-term ownership and owner-operator focus Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise. #ActiveETFs #FundamentalInvesting #MarketOutlook #Equities #Valuation #LongTermInvesting #PortfolioStrategy