How emotion can impact the ability of investors to successfully compound wealth and the importance of partnering with a financial advisor.

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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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The Attributes We Believe Investors Should Seek When Selecting an Investment Manager (2:25)

The Attributes We Believe Investors Should Seek When Selecting an Investment Manager (2:25)

Look for the same characteristics in an investment manager that you'd look for in a company: a track record of execution, resilience, adaptability to change
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Active Management Can Add Value

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The qualities to look for in an active manager that have fostered outperformance versus the passive indices
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Investor Education
A Market Correction is an Opportunity.
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