The Intellectual Investor
Tag Archives: CG
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We do not construct our portfolio with an eye to the S&P’s industry groupings, and do not try to guess the next economic number or the next story on the tape. We do not try to anticipate the vicissitudes of investor psychology or the timing of the next correction or rally. Our approach is fundamentally based, value driven and long-term oriented. Bill Miller, CFA June 1993
