The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DUSA’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the DUSA management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of DUSA’s parent organization’s priorities and whether they’re in line with investors’ interests.
Proceed with caution.
Tony Thomas
Associate Director
Summary
Davis Select US Equity ETF is a little tamer these days, but it’s still risky.