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“Fragile Value” & “Speculative Growth” Areas to Avoid

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)

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)

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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Why Investors Should Disregard Short-Term Forecasts

Why Investors Should Disregard Short-Term Forecasts

Market forecasters have a terrible record of predicting the future. Investors influenced by them may be sabotaging their returns.
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Investor Education
A Market Correction is an Opportunity.
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This is not a recommendation to buy, sell or hold any specific security. Holdings are subject to change. Click here for current fund holdings: DUSA, DFNL, DWLD, DINT.