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This Presentation was part of the 2022 Annual Symposium on April 28th-29th in Washington, DC.

Bringing the CMT Association’s official podcast to the stage of the 49th Annual Symposium Dave Lundgren will speak with Bill Miller IV about the process, tools, and approach of Miller Value Partners. Specifically, this discussion will dive into his use of momentum overlays and technical analysis principles as a complementary framework to fundamental valuation. Breaking apart the portfolio management process into security selection, portfolio construction, and trade risk management, attendees will learn more about how technical analysis became an integral part of their investment process at Miller Value Partners.