“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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Disclaimers
Prospectuses and Forms

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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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Free Cash Flow Yield as a Measure of Value (2:13)

The insight that this obscure statistic can reveal about the valuation of a business

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The Invaluable Role of the Advisor (1:55)

How an advisor can help guide clients’ perspective in good markets and bad, fostering the successful compounding of wealth

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Investor Education

A Market Correction is an Opportunity.

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.