Loading…
Loading…
See exactly how DFNL's revenue becomes profit — a Sankey that traces revenue (and its reported segments) through gross profit, operating expenses, and net profit, with the year-over-year change on every line.
The same diagram the Chart Builder draws, right on the Summary tab. Upgrade to unlock it for DFNL and 80,000+ other tickers.
DFNL holds a concentrated portfolio of financial services companies of all capitalization, from both developed and emerging markets. The funds active management takes a bottom-up, research-driven approach to the global financial sector. DFNL emphasizes individual security selection and focuses particularly on the quality of a companys management, business model and competitive advantages. The fund manager aims to purchase securities at a discount to intrinsic value, ideally holding these positions for at least five years. DFNLs definition of the financial sector is consistent with the 2016…
Tech capex and geopolitics have dominated the headlines this year, but opportunities emerge elsewhere. Dividend growth investing could be hitting its stride amid shifting macro and micro trends. Novel, forward-looking strategies may help asset allocators find alpha beyond traditional income approaches.
Active management is gaining traction as investors navigate a market paradox where high valuations meet geopolitical uncertainty, according to Chris Davis, chairman and portfolio manager at Davis Advisors. Key Takeaways: DUSA crossed $1 billion in assets with a portfolio of 26 stocks trading at 14 times earnings.
In a market environment defined by extreme index concentration and the transformative ripples of artificial intelligence, investors are increasingly questioning the sustainability of passive strategies.
As we navigate the first quarter of 2026, the Magnificent Seven exhaustion we tracked last year has given way to broader market participation. At VettaFi, our advisor engagement data shows a quiet but persistent winning streak for value investing.
Davis Select Financial ETF is focused exclusively on the financial sector with the objective of generating long-term growth of capital. From the holding distribution, it appears that DFNL is making a bet on management quality rather than on systemic winners. A choice that in recent years has generated alpha compared to widely used solutions such as XLF.