FYI: Who is carrying on the traditions of today’s great investors? When you are investing in a fund with an impressive track record and distinctive philosophy and approach is there any guarantee that those qualities will continue with the next generation?
We recently launched a new series on “Next Generation Investors” on WEALTHTRACK to introduce the younger portfolio managers sharing management responsibilities with some legendary investors.
This week we have another exclusive with Miller with the Co-Portfolio Manager of a very different and younger fund. This fund is a family affair. Miller’s Co-Portfolio Manager is his son, Bill Miller IV, known in the firm as “Bill Four”.
Our premiere episode was an exclusive with Bill Miller and Samantha McLemore, the Co-Portfolio Manager of his flagship Miller Opportunity Trust fund which has beaten the market and its mutual fund competitors since the market bottom in 2009.
Finding high income at value prices is a team approach with legendary investor Bill Miller and portfolio manager son, Bill Miller IV.
Regards,
Ted
https://wealthtrack.com/premieum-miller-miller-2/M* Snapshot LMCJX:
https://www.morningstar.com/funds/xnas/lmcjx/quoteLipper Snapshot LMCJX:
https://www.marketwatch.com/investing/fund/lmcjx
