“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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Navigating Today’s Volatility (3:52)

Why experience teaches that “You make most of your money in a bear market, you just don’t realize it at the time”

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Incorporating DUSA in a Portfolio Allocation (1:44)

How investors are using DUSA, the types of managers we pair well with in a diversified portfolio allocation

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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.