15 Jun 2017 Miller Value Partners: Market Bifurcation, Don’t Forget Value! ( Portfolio )

With the recent increase in geopolitical concerns and rising fears of slowing economic growth, it’s understandable that the market would gravitate to companies that continue to deliver growth in excess of the overall market. However, we believe Value oriented industries and companies will continue to do just fine and currently provide long-term investors with a significant investment opportunity.