Chris Davis and Bill Miller reflect on 40 years of friendship and how temperament has impacted their respective investment styles
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Rigorous Research & Selectivity are Critical in Today’s Market (2:14)
Why we’re focused intently on identifying resilient companies with above average growth prospects - and not overpaying
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Why our commitment to a single investment philosophy, uncommon co-investment, true active management and experience have generated attractive returns versus the benchmarks over nearly half a century
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Finding Value Stocks in a Market Dominated by the Magnificent Seven
Investors have rushed to a narrow universe of companies, driving valuations higher and placing the stocks in danger if growth disappoints
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