Dodd Kittsley

Dodd Kittsley, Co-CIO of Davis Advisors, shares insights from his extensive career in active equity investing. He explains the importance of fundamental research and selectivity as markets transition to normalized interest rates. Dodd discusses the evolution of active equity ETFs, emphasizing a high-conviction, benchmark-agnostic approach. He highlights the significance of what investors don't own, the impact of 'picks and mortars' technology on financials, and the advantages of long-term, owner-operator investments.