Davis Select Worldwide ETF (DWLD)
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DWLD: Momentum On The Surface, A Few Issues Upon Closer Look
DWLD seeks value in developed and emerging market stocks with special attention paid to the U.S. DWLD is having a moment in 2024, beating both IVV and ACWI, thanks to its substantial footprint in Chinese companies. But unfortunately, the long-term picture looks less appealing, with the annualized return below that of ACWI and risk metrics revealing its weaknesses.
Davis Select Worldwide ETF: Best Of The West And The East
The Davis Select Worldwide ETF (DWLD) offers diversified exposure to financials, consumer discretionary, communications, and healthcare sectors, with a notable 90% price return since inception. Despite a higher expense ratio, DWLD's performance justifies its cost, especially when compared to larger ETFs like iShares MSCI ACWI ETF. Emerging markets are growing faster than developed ones, suggesting a shift in global economic power that DWLD is well-positioned to capture.
Davis Select Worldwide ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 125 | $5,830 | $5,985 | $155 | 2.66% |
 Chris Davis Davis Selected Advisers | 1.94M | $50.59M | $92.66M | $42.07M | 83.17% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 120,958 | $5.59M | $5.78M | $189,055.2 | 3.38% |
 Kathleen Thornhill Confluence Wealth Services Inc. | 6,191 | $207,737.31 | $297,787.1 | $90,049.79 | 43.35% |
| SP Samantha Pierangeli City State Bank | 358 | $16,697.12 | $16,833.16 | $136.04 | 0.81% |
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Davis Select Worldwide ETF Profile
| BATS Exchange | US Country |
Overview
The investment firm described specializes in managing a diverse portfolio through adherence to the Davis Investment Discipline, focusing primarily on common stocks. This approach is particularly tailored towards identifying and investing in companies with significant activities outside the United States. The organization aims to offer investors exposure to global markets, including both developed and emerging economies. By casting a wide net that includes companies organized or located outside the U.S., those whose primary trading market is outside the U.S., or entities conducting a substantial amount of business internationally, the firm leverages global economic trends and diversification to optimize investment returns.
Products and Services
- Global Stock Portfolio Management
This service involves curating a portfolio largely comprised of common stocks from both U.S. and international companies. The focus is on entities that either are based outside of the U.S., primarily operate in international markets, or derive a significant portion of their revenue or assets from abroad. This strategy aims to capitalize on global market dynamics and the growth potential of foreign markets.
- Investment in Emerging Markets
In addition to developed markets, the firm places considerable emphasis on emerging markets. This involves investing in companies located in or doing significant business in economies considered to be in the growth phase. Target companies must pass the stringent criteria set by the Davis Investment Discipline, focusing on long-term potential. Investing in emerging markets offers the chance for higher returns, albeit with higher associated risks.
- Revenue and Asset-Based Selection Criteria
The firm employs a unique criterion for selecting investment targets, focusing on companies that earn at least 50% of their revenue from outside the U.S. or possess at least 50% of their assets internationally. This methodology aims to find companies that are not only exposed to but also thriving in global markets, thereby diversifying investment risk and tapping into the growth potential of global economic activities.
