DUSA

DUSA PHARMACEUTICALS INC

DUSA

Overview Fund Activity

Delisted

DUSA was delisted on the 20th of December, 2012.

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Healthcare Drug Manufacturers - General

Financial journalist opinion

DUSA: A Concentrated Portfolio With Solid Track Record

DUSA offers a high conviction, value-focused approach with a concentrated portfolio, providing lower correlation and potential shelter if markets turn volatile. The fund trades at a modest valuation with a P/E below both the broader market and most peers, making it attractive for value-oriented investors. DUSA has delivered strong risk-adjusted returns and outperformed most value peers, though it trails the very top performers.

DUSA: A Concentrated Portfolio With Solid Track Record

24/7 Wall Street

Forget Berkshire Hathaway: Buy These 3 Cheap Active ETFs Instead

Fortune recently published an article about Berkshire Hathaway's (NYSE:BRK.B) net worth is $663 billion, 10 times higher than Nvidia's (NASDAQ:NVDA) and nearly 12 times Apple's (NASDAQ:AAPL).

Forget Berkshire Hathaway: Buy These 3 Cheap Active ETFs Instead

DUSA: Reexamination Finds The Same Issues, A Hold

DUSA is an actively managed vehicle, placing bets on just a handful of high-quality U.S. and international stocks. In the current iteration, there are 26 equities in its portfolio, with most net assets allocated to financials. Its bet on value in tech via INTC has backfired. The stock has been the key detractor from its performance, potentially leading to its inability to beat IVV in 2024.

DUSA: Reexamination Finds The Same Issues, A Hold

Investors Business Daily

Warren Buffett Lost His Touch? 26 ETFs School The Famous Investor

Warren Buffett remains one of the most famous investors. But his long-term performance isn't keeping up with his reputation.

Warren Buffett Lost His Touch? 26 ETFs School The Famous Investor

Berkshire Hathaway vs Nvidia: The Battle Between Value & Growth

This has been an interesting week to try and make sense of the investment opportunity set right in front of us.

Berkshire Hathaway vs Nvidia: The Battle Between Value & Growth

DUSA: Unconvincing ETF With A High Fee

Davis Select U.S. Equity ETF is an actively managed ETF with a portfolio of only 26 companies and a 0.61% expense ratio. The DUSA ETF is overweight in its top holdings and in financials. DUSA has underperformed the S&P 500 and some passively managed growth and quality ETFs.

DUSA: Unconvincing ETF With A High Fee

DUSA: High Cost, High Conviction Research Practices Lead To Mixed Results

DUSA is a high cost, high conviction ETF benchmarked against the S&P 500 Index. It has a 0.61% expense ratio and $521 million in assets under management. Recent results for active large-cap blend funds are encouraging, but for the most part, active funds have lagged passive funds over the last five years. DUSA is no different. Despite emphasizing how different DUSA is compared to broad market funds like SPY, ironically, its recent success is because it's overweighted mega-caps like Meta Platforms, Amazon, and Alphabet.

DUSA: High Cost, High Conviction Research Practices Lead To Mixed Results

DUSA Has Hit Its Stride, But Concerns Remain

DUSA is an actively managed vehicle offering exposure to an ultra-minimalist equity portfolio calibrated using sophisticated methods based on the Davis Investment Discipline. It seems DUSA may have finally hit its stride after years of underperformance, as it beat IVV in 2023, with strong momentum lasting into 2024. However, while not being bearish and appreciating its improvements on the growth factor front, I would prefer to maintain a more neutral opinion.

Zacks Investment Research

Capital One to Acquire Discover Financial: ETFs in Focus

The Capital One-Discover merger represents a strategic endeavor to create a formidable player in the global payments landscape.

DUSA: Quality-Heavy Portfolio Lags On Growth, Remains A Hold

DUSA is an actively managed ETF with a highly selective investment strategy based on the Davis Investment Discipline. 2023 was grossly successful for the fund as it beat IVV for the first time since its inception in January 2017. Since October, DUSA's portfolio has seen notable changes; its quality exposure increased, yet growth is still mostly soft.

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