Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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Stewardship, Patience and Going Against the Crowd (3:59)
Chris Davis and Bill Miller reflect on 40 years of friendship and how temperament has impacted their respective investment styles
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The Attributes We Believe Investors Should Seek When Selecting an Investment Manager (2:25)
Look for the same characteristics in an investment manager that you'd look for in a company: a track record of execution, resilience, adaptability to change
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Chris Davis on Bloomberg ETF IQ
Rediscovering Financials as “growth stocks in disguise” - an important allocation in both DUSA and DFNL
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