Miller Opportunity Fund - Call Replay

The market sharply reversed to an upward trend in the second quarter of 2020. While many investors scratch their heads at the seeming disconnect between the market and the economy, Bill Miller reminds us that the market predicts the economy, not the other way around.

On our recent quarterly call, our team discussed why we still see return potential in the portfolio. As portfolio managers, we are constantly evaluating the opportunities presented by the market conditions. We stay true to our approach through these sometimes extreme changes with our eye always on the goal to deliver long-term outperformance.

Click the play button to listen to a replay of our discussion of the second quarter.

Bill Miller, CFA
Chief Investment Officer

Samantha McLemore, CFA
Portfolio Manager


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