Tag: WebExtra

DAVIS & GOEI: ACTIVELY MANAGED ETF PIONEERS

September 22, 2017

DAVIS & GOEI: ACTIVELY MANAGED ETF PIONEERS

Well over 90% of exchange-traded funds, popularly known as ETFs are based on passive market indexes, but there are a few active managers who have decided to use the ETF structure for actively managed portfolios. One of the pioneers of this innovative approach is third generation value investor, Chris Davis, head of Davis Advisors the parent company of the Davis Funds. In January of 2017, his firm launched three actively managed ETFs reflecting the firm’s nearly five decades of research and investment expertise. They are Davis Select U.S. Equity ETF, symbol DUSA, Davis Select Financial ETF, symbol DFNL and Davis Select Worldwide ETF, symbol DWLD. We asked Davis and fellow Portfolio Manager Danton Goei why they chose to go the active ETF route.

Watch the related WEALTHTRACK episode.

ALFANDARY & STREUR: SRI ATTRACTION

September 15, 2017

SRI ATTRACTION

Socially Responsible Investing (SRI)has become much more mainstream in recent years, but when Gabelli’s Christina Alfandary and Calvert’s John Streur got involved it was still a small niche. They each explain what drew them to the values based approach.

Watch the related WEALTHTRACK episode.

TRENNERT & ZWEIG: ANTITRUST CONCERNS

September 8, 2017

ANTITRUST CONCERNS

There are two business areas where power is being increasingly concentrated in the hands of a few. They have escaped regulatory scrutiny so far but two seasoned market observers believe that is going to change.
Jason Trennert is watching the companies dominating the flow of information. Jason Zweig is focusing on the index fund behemoths.

Watch the related WEALTHTRACK episode.

COHEN: COLLECTING AMERICAN ART

August 25, 2017

COLLECTING AMERICAN ART

Award winning value investor Hersh Cohen has a disciplined approach to buying stocks, but when it comes to collecting twentieth century American prints he leads with his heart.

Watch the related WEALTHTRACK episode.

LIPPERT: ON-DEMAND INVESTMENTS

July 28, 2017

ON-DEMAND INVESTMENTS

Michael Lippert and the team at Baron Capital look for high growth companies leading disruptive change or generational shifts. He explains how his children are living in the future he is investing in.

Watch the related WEALTHTRACK episode.

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