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

More Videos

Separating Hype from Opportunity – Investment Implications of AI (4:44)

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
Why All Financials are Not Created Equal

Why All Financials are Not Created Equal

“Financials” are often mistakenly lumped together, despite their wildly differed risk and opportunity profiles. The best are being rewarded by investors, but remain undervalued
Watch Now
Evolution of the Economy is Creating Unique Opportunities

Evolution of the Economy is Creating Unique Opportunities

Electrification is driving copper demand, and the “decarbonizing” of energy is driving biofuels
Watch Now
Investor Education
A Market Correction is an Opportunity.
Read More

Click here for current fund holdings: DUSA