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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Why Cash May Not be King (1:45)
Being on the sidelines may feel safer, but over the long term inflation destroys cash’s purchasing power while equities build true wealth
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Davis & Goei: Actively Managed ETF Pioneers
Consuelo Mack interviews PMs Chris Davis and Danton Goei on the key advantages of active management within an equity ETF: Rigorous research, high conviction stock selection, a portfolio distinct from the index, low costs, tax efficiency, transparency, intraday liquidity
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