On the Q4 2021 Investment Team call, we discuss the market’s seeming impatience with high valuation growth names. We believe we’re seeing evidence of a long-cycle shift that will favor value. The portfolio has shifted its classic value exposure from 53% to 65% over the past year. We have high conviction in our companies, and believe the portfolio is well positioned to deliver long-term returns. Watch the replay. Samantha McLemore, Portfolio Manager of the Miller Opportunity UCITS Fund, and Christina Siegel, Research Analyst, joined Kit Sanford of Aravis Capital to discuss 2021 and the opportunities for contrarian value investors going into 2022.
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