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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Rigorous Research & Selectivity are Critical in Today’s Market (2:14)

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Why we’re focused intently on identifying resilient companies with above average growth prospects - and not overpaying
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Why Investors Should Disregard Short-Term Forecasts

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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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