Investment Insights Podcast – April 30, 2014

Bill MillerBill Miller, Chief Investment Officer

On this week’s podcast (recorded April 25, 2014):

The sentiments below were inspired by Dalbar’s 20th annual investor behavior analysis. You can read a summary of the study here, via ThinkAdvisor.

What we don’t like: Investors have underperformed the markets, often due to fear and poor timing

What we like: Potential market correction during the summer; important for investors to heed the advice of their advisors and stick to investment objectives

What we are doing about it: Focus on the positives like energy renaissance, manufacturing renaissance, and goals-based solutions

Click the play icon below to launch the audio recording.

Source: Dalbar, ThinkAdvisor

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.

Investment Insights Podcast

Miller_PodcastMr. Miller comments on the U.S. Energy Renaissance, as reported by our friends at ISI (International Strategy & Investment Group LLC) in their Daily Economic Report as of October 31, 2013.

On this week’s podcast (recorded October 31, 2013):

  • What We Like — U.S. energy production increased in September to an all-time high
  • What We Don’t Like — Weaker survey data
  • What We are Doing — Looking for good ideas in the energy service industry.

Click the play icon below to launch the audio recording.

11.1.13_chart11.1.13_chart_2

The views expressed above are those of Brinker Capital and are not intended as investment advice.