Videos
PM Chris Davis with David Rubenstein of Carlyle Group
Why all true investing is value investing, the importance of patience, resisting momentum-driven markets, maintaining discipline through volatility.
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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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PM Reviews
| DUSA PM Semi-Annual Review 2025 | June 2025 |
| DINT PM Semi-Annual Review 2025 | June 2025 |
| DWLD PM Semi-Annual Review 2025 | June 2025 |
| DFNL PM Semi-Annual Review 2025 | June 2025 |
