Chris Davis and Bill Miller reflect on 40 years of friendship and how temperament has impacted their respective investment styles

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Incorporating DUSA in a Portfolio Allocation (1:44)

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How investors are using DUSA, the types of managers we pair well with in a diversified portfolio allocation
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Uncovering Opportunities in the Tech Sector (3:35)

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How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"
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How Investors Should Prepare for the End of the “Easy Money” Era

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As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?
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Investor Education
A Market Correction is an Opportunity.
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