menu search

DUSA / DUSA: Solid Earnings Yield Does Not Guarantee Strong Performance

DUSA: Solid Earnings Yield Does Not Guarantee Strong Performance
Davis Select U.S. Equity ETF has an ultra-minimalist, high-conviction approach to portfolio management. It has placed the lion's share of its bets on financials, which is one of the key reasons for its earnings yield being so alluring. After reassessing DUSA's factor exposures, I see no reason for a rating upgrade as its relatively strong EY of about 8% is insufficient to succeed in the current environment. Read More
Posted: Oct 4 2023, 02:19
Author Name: Seeking Alpha
Views: 092165

DUSA News  

DUSA: Solid Earnings Yield Does Not Guarantee Strong Performance

By Seeking Alpha
October 4, 2023

DUSA: Solid Earnings Yield Does Not Guarantee Strong Performance

Davis Select U.S. Equity ETF has an ultra-minimalist, high-conviction approach to portfolio management. It has placed the lion's share of its bets on more_horizontal

DUSA: Tilting Toward A More Skeptical View Owing To Performance Nuances

By Seeking Alpha
July 9, 2023

DUSA: Tilting Toward A More Skeptical View Owing To Performance Nuances

DUSA is an actively managed vehicle with a concentrated portfolio of mostly U.S. mega and large caps, with a footprint in developed markets. Almost 44 more_horizontal


Search within

Pages Search Results: