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Tag: Samantha McLemore

Why This Value Manager Thinks Alibaba is a Bargain
4 years ago
Why This Value Manager Thinks Alibaba is a Bargain

A recent article in Barron’s offers excerpts from an interview with Samantha McLemore, who has worked with fund manager Bill Miller for twenty years and launched her own firm, Patient…

The Next Generation of ‘Would-Be Buffetts’
4 years ago
The Next Generation of ‘Would-Be Buffetts’

The era of traditional value investing is undergoing a sea change, a good time to look ahead to how the next generation of investors are managing their money. This according…

6 years ago
How Value Investors Can Navigate Short-Term Volatility

In a recent interview, Samantha McLemore, CFA, portfolio manager of Miller Value Partners‘ Opportunity Equity fund, offered insights regarding how value investors can navigate market turbulence. Here are some highlights…

Recent Original Research
September 12, 2025
Why Monthly Rebalancing is Key to Unlocking the...
Momentum investing has long been one of the most robust and persistent factors in financial markets. Decades of academic research show that stocks with strong recent performance and improving fundamentals often continue to outperform, at least for...
September 8, 2025
Ten High G Score Growth Stocks
Investing in growth companies presents unique challenges, as many fail to fulfill their promised potential. To address this issue, Professor Partha Mohanram developed the G-Score in 2005—a methodical evaluation system designed specifically for growth stocks that complements...
September 7, 2025
Ten Top High Shareholder Yield Stocks
Shareholder yield provides investors with a comprehensive view of how companies generate value for their owners in relation to market capitalization through three primary channels. Companies can distribute cash directly through dividend payments from their earnings. They...
September 3, 2025
Ten Top Dividend Aristocrats Passing the Strategies of...
The S&P 500 Dividend Aristocrats comprise a select group of fewer than 70 companies that have consistently increased their dividend payments for at least 25 consecutive years across various industry sectors. This remarkable track record of uninterrupted...
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