Chris Davis and Bill Miller reflect on 40 years of friendship and how temperament has impacted their respective investment styles
More Videos
Rigorous Research & Selectivity are Critical in Today’s Market (2:14)
Why we’re focused intently on identifying resilient companies with above average growth prospects - and not overpaying
Watch Now
Separating Hype from Opportunity – Investment Implications of AI (4:44)
How we're thinking through transformational growth opportunities, along with the risk of the over-hyped companies and soon-to-be obsoleted business models
Watch Now
Electrification, Teck Resources & the Supply / Demand Mismatch in Copper (3:25)
How companies like Teck Resources are helping to meet the challenges of building out electrical capacity in a transitioning world
Watch Now