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)
How investors are using DUSA, the types of managers we pair well with in a diversified portfolio allocation
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“Hey ChatGPT – Finish this Building…Oh Wait!” Opportunities in the Industrial Sector (2:25)
Don't forget opportunities in the real physical world of commodities, agriculture and building products, far from today's over-hyped story stocks
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Chris Davis on Bloomberg ETF IQ
Rediscovering Financials as “growth stocks in disguise” - an important allocation in both DUSA and DFNL
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