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 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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Correlation Does Not Equal Causation
The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.
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How Inflation Impacts Portfolio Positioning
The types of companies that may continue to thrive if inflation increases.
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