Dodd Kittsley @DoddK18

#WisdomWednesdays

#WisdomWednesdays

#WisdomWednesdays Active ETFs are booming. To ensure you find best-of-breed ETFs among the thousands of strategies, don't get distracted by gimmicky products, the largest AUM, the lowest expense ratio, or the highest trading volume. What matters most is matching up the exposure to your client’s needs, that the fund manager prioritizes research over marketing, and that they come to work every day focused on helping clients build wealth. davisetfs.com

#WisdomWednesdays Did you know 99% of Warren Buffett’s wealth accumulated after age 65? During uncertain and volatile times, the urge to react can be overwhelming, but it is important for long term investors not to interrupt the wealth building power of compound interest. PM Chris Davis and Bestselling author Morgan housel share their mental models for conceptualizing compound interest and why the length of time (not just the rate of return) is important. #investing #valueinvesting

#WisdomWednesdays Many thanks to @RIAChannel and @CAIA_KeithBlack for the timely conversation with our National Director Dodd Kittsley about our flagship, 4-Star*, active ETF DUSA, the rapid growth of active ETFs and our perspective on the markets. Despite the high valuations driven by the Magnificent 7, we believe there are many mispriced, high-quality opportunities out there and we’re pleased to offer our best ideas in a transparent, tax-efficient ETF wrapper. *Morningstar Medalist Rating as of Oct 23, 2024 #valueinvesting #investing bit.ly/4kewT9z

#WisdomWednesdays

#WisdomWednesdays “The reason to study market history is to protect your portfolio from yourself.” -Charlie Ellis Having emotional discipline in the face of a market downturn is key to building long-term wealth. Chairman Chris Davis joins legendary investor Bill Miller for a candid conversation on how advisors can support their clients through the lifecycle of corrections and remain focused on their long-term plan.

#WisdomWednesdays In a world marked by geopolitical flux, technological disruption, and economic ambiguity, investors must resist the illusion of predictability and instead focus on deeply understanding the fundamentals of each position they own. #investing #valueinvesting #markets

#WisdomWednesdays Buffett steps down. Chris Davis and @Downtown Josh Brown of @TheCompound & Friends discuss his legacy, the markets and more. #Investing #Markets #WarrenBuffett youtube.com/watch?v=6C9svu…

#WisdomWednesdays Fundamentals matter more than ever to ensure the businesses you own can survive uncertainty. PM Chris Davis explains the characteristics we think about as we monitor this challenging investment landscape.

#WisdomWednesdays

@RIAChannel Sincerely appreciated the conversation with @RIA Channel’s @Keith Black about the Davis ETFs. We are proud to be among the first managers to offer actively managed strategies in an ETF format. Thanks for the opportunity to share our firm’s perspective on the markets.

Davis Funds’ Kittsley On Investing In Quality Companies At A Reasonable Price Watch Now: tinyurl.com/2abzp5tk #RIA #RIAChannel Dodd Kittsley

Chairman and PM Chris Davis recently joined Andy Serwer, @barronsonline Editor-at-Large, to discuss what types of stocks to own during this period of market and economic transition, high valuations and investor complacency. Topics include: - The case for value investing as the free-money era ends - Where to find undervalued opportunities among pockets of overvaluation - Meta as a value stock? - Lessons learned from Charlie Munger and Warren Buffett youtube.com/watch?v=bg2kLX…

#WisdomWednesdays Volatility can be an opportunity to enhance returns for patient, long-term investors. Today the market is reacting to higher-than-expected inflation data, sending stocks downward. When faced with inevitable volatility, investors who focus on the fundamentals of the businesses they own, and not the day-to-day gyrations of the market, can take advantage of discounted prices to add on weakness.

#WisdomWednesdays One of the keys to successful investing is to avoid the behaviors that can sabotage returns, such as rushing into investments that have roared ahead or getting shaken out of the market during inevitable pullbacks.  So how do investors mitigate this behavior penalty and stay focused focus on their financial plans? 1. Think realistically – manage your expectations of investment results 2. Keep calm – recognize the inevitability of corrections, shocks and disruptions in the system 3. Invest relentlessly and systematically - disregard short-term forecasts – no one knows what will happen!

#WisdomWednesdays It’s that time of year when investors are bombarded with short-term market and economic predictions. When you feel like you should make investment decisions based on these forecasts, keep this timeless insight from Galbraith in mind and posted on your bathroom mirror.

#WisdomWednesdays Recognize that corrections are an unpleasant but inevitable part of a long-term investment journey. Don't overreact. Stay focused on your financial goals.

#WisdomWednesdays There’s no shortage of market and economic prognosticators and pundits trying to predict the future. The problem is no one has ever been able to do this with consistent accuracy. For example, over the past 40+ years, top Wall Street economists have incorrectly predicted the direction of interest rates 60% of the time* – you were better off flipping a coin!  This is why, as Chris explains in this brief clip, it’s best to tune out short-term market forecasts. Instead, we focus on the characteristics of the businesses we own: cash generation, durable business models, strong balance sheets, proven management and low valuations. #markets #investing #valueinvesting *Source: Davis, Legg Mason and The Wall Street Journal Survey of Economists. This is a semi-annual survey by The Wall Street Journal last updated June 2023.

bloom.bg/3Dmh5Rb #WisdomWednesdays When you couple top-heavy market concentration with a transformational time in the economy, the instinct to rotate into value may be short sighted – many traditional, once “bulletproof” business models are more at risk of disruption than they used to be. We believe investors need to be selective by looking beyond the indexes, disciplined about the valuations they pay and focused on the durability of the businesses they own. @Bloomberg's @DavidCohne sat with our Chairman and PM Chris Davis on the latest episode of Inside Active to discuss how to find attractive stocks in the current investment landscape among other topics. #investing #valueinvesting #markets