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

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PM Chris Davis with David Rubenstein of Carlyle Group

PM Chris Davis with David Rubenstein of Carlyle Group

Why all true investing is value investing, the importance of patience, resisting momentum-driven markets, maintaining discipline through volatility.
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Rigorous Research & Selectivity are Critical in Today’s Market (2:14)

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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Active Management Can Add Value

Active Management Can Add Value

The qualities to look for in an active manager that have fostered outperformance versus the passive indices
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Investor Education
A Market Correction is an Opportunity.
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