Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.

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Stewardship, Patience and Going Against the Crowd (3:59)

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Chris Davis and Bill Miller reflect on 40 years of friendship and how temperament has impacted their respective investment styles
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Why the leaders of any tech revolution do not always end up the winners – No one can dictate outcomes and adaptability will be key
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Financials – Underappreciated and Undervalued

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Why are Financials attractive now? Financials are the cheapest sector in the market, yet have the strongest balance sheets in their history, growing market dominance, record net income and an improving regulatory environment.
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Investor Education
A Market Correction is an Opportunity.
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