In the first episode of the Inside ETFs podcast, 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
If you’re interested in continuing the Inside ETFs discussion, don’t miss out on our next big event this coming June, at the Diplomat. Registration is now open!