DUSA
Davis Select U.S. Equity ETF
📎 Investment Objective
The Davis Select U.S. Equity ETF (DUSA) seeks to provide long-term capital growth by investing primarily in a diversified portfolio of U.S. companies.
Overview
ETF tracking Davis Select U.S. Equity ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Davis Select U.S. Equity ETF (DUSA) seeks to provide long-term capital growth by investing primarily in a diversified portfolio of U.S. companies.
🎯 Investment Strategy
The fund invests in a concentrated portfolio of companies that the investment manager believes are undervalued and have durable competitive advantages. The portfolio is actively managed, with the goal of outperforming the broader U.S. equity market over the long term.
✨ Key Features
- Actively managed portfolio of U.S. equities
- Concentrated portfolio of 30-50 holdings
- Emphasis on companies with durable competitive advantages
- Seeks to outperform the broader U.S. equity market
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Concentration risk: The fund's concentrated portfolio may be more volatile than a more diversified fund
- Equity risk: The value of the fund's equity holdings may fluctuate due to changes in the underlying companies
- Active management risk: The fund's performance may trail the market if the investment manager's decisions are not successful
👤 Best For
The Davis Select U.S. Equity ETF may be suitable for long-term investors seeking exposure to a concentrated portfolio of U.S. equities with the potential for capital growth. Investors should be comfortable with the fund's active management approach and the associated risks of a concentrated portfolio.