How does the heir to an iconic value manager find their path into the CMT Program? Where does technical analysis fit into the investment process of Miller Value Partners? What are the limitations of seeing the investing landscape through only one lens?   

Bringing the CMT Association’s official podcast to the stage of the 49th Annual Symposium Dave Lundgren found answers to all of these questions and more in this fireside chat with Bill Miller IV, CMT, CFA. This wide-ranging discussion covered the process, tools, and approach of Miller Value Partners. Specifically, the use of momentum overlays, support and resistance levels, and core principles of investor irrationality and market trends. 

Breaking apart the portfolio management process into security selection, portfolio construction, and trade risk management, Bill IV shared how technical analysis became an integral part of their investment process at Miller Value Partners as a complementary framework to fundamental valuation. 

Enjoy this special release with our special guest Bill Miller IV, CMT, CFA!
For complete podcast resources, visit: https://go.cmtassociation.org/ftge17Sym 

Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast.

For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/

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CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.

Learn more at: www.cmtassociation.org