Bill Miller, Chief Investment Officer
On this week’s podcast (recorded May 12, 2014):
What we like: Bob Doll’s comments on favoring the economy more than the stock market; positive economic data post-winter
What we don’t like: Stock market no longer a bargain, now more fully valued
What we are doing about it: Focus more on larger themes and individual active managers; looking out for potential rise in interest rates during summer
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The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change.