In this episode, David Armstrong is joined by Chris Davis, CEO of Davis Advisors. Chris shares how Davis Advisors, long-time asset managers, were early pioneers in rolling out active ETFs, putting their trading strategies in the transparent wrapper without fear, and why a high-conviction active stock manager in a low-cost fund is a better option for many than simply buying the market through a cap-weighted index.
- Why asset managers with a high conviction stock portfolio should not fear the transparency of active ETFs
- How traditional, value-based portfolio construction fares in a market rife with speculative fervor
- The impact of the pandemic on the markets, and what the future holds
- Where he sees opportunity in the markets right now