The investment seeks long-term capital growth and capital preservation. Under normal market conditions, the fund will invest at least 80% of its net assets plus any borrowings for investment purposes in equity securities issued by U.S. companies. The fund's portfolio generally contains between 15 and 35 companies. It may invest a portion of its assets in financial services companies. The fund may also invest in mid- and small-capitalization companies, which the manager considers to be those companies with less than $10 billion in market capitalization. It may invest up to 20% of net assets in non-U.S. companies. The fund is non-diversified.
IPO Year: n/a
Exchange: NASDAQ
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Davis Advisors' Actively Managed Equity ETFs celebrate nine years of growth Davis Advisors, an independent, employee-owned investment management firm with a long-standing focus on value investing, today announced that the Davis Select U.S. Equity ETF (NYSE:DUSA) has surpassed $1 billion in assets under management (AUM). This milestone underscores the durability of Davis Advisors' time-tested investment discipline and reflects growing investor demand for active strategies focused on long-term value creation within the ETF structure. Managed by Chris Davis and Danton Goei, DUSA invests in U.S. large-cap companies selected for their quality, durability, and long-term growth potential. Desi