Chris Davis and Bill Miller reflect on 40 years of friendship and how temperament has impacted their respective investment styles
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Investment Themes in the Portfolio Today (1:53)
Why we see tailwinds and opportunities across Financials, Tech, Healthcare and Industrials
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“Value Creators and Price Takers” - Investing in Healthcare Today (4:42)
Why we don't bet on blockbuster drug approvals - focusing instead on durable companies that are helping to manage costs across the healthcare system
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Why should equity investors be optimistic about the next decade?
The folly of short term forecasts, and putting current stock market valuations into perspective
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