Asset ManagerRIA · CRD 110632SEC-Registered

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Miller Value Partners

At Miller Value Partners, we think and invest differently. We believe that the best investment opportunities arise from understandable human behavioral...

Miller Value Partners

At Miller Value Partners, we think and invest differently. We believe that the best investment opportunities arise from understandable human behavioral tendencies. Valuing businesses and patiently owning them until they reach fair value is at the core of what we seek to do. We use research from economics, science and psychology to help us understand the market as a complex adaptive system. We offer distinct, flexible, and unconventional investment strategies. Bill Miller IV, CFA is the owner, Chairman and Chief Investment Officer of Miller Value Partners. For informational purposes only. Not investment advice. Holdings subject to change. Visit our LMM LLC page for past posts.

General information

Firm type

RIA

Year founded

2016

Location

Region

North America

Country

United States

City

Sarasota

Corporate office

Baltimore, MD, United States

Principals

Bill Miller

Chairman and Chief Investment Officer

Samantha S. McLemore

Portfolio Manager

Sector focus

Value InvestingFinancial ServicesTechnologyConsumer

Frequently asked questions

Who runs investment decisions at Miller Value Partners?

Chairman and CIO Bill Miller sets the investment philosophy and leads portfolio decisions. Portfolio manager Samantha S. McLemore also contributes to stock selection and strategy implementation. The small team allows Miller to remain the central decision-maker.

How does Miller Value Partners source deal flow?

The firm relies on bottom-up, fundamental research. Miller's network, built over decades at Legg Mason, provides access to management teams and ideas. The firm does not use systematic screens, but instead focuses on a few high-conviction names.

Does Miller Value Partners participate in fund commitments or only direct deals?

The firm primarily buys publicly traded equities. It does not engage in private equity or venture capital commitments. Investment vehicles are liquid, long-only or long-short mutual funds and separate accounts.

Which sectors does Miller Value Partners explicitly avoid?

The firm has no formal exclusion list. Its value approach tends to avoid high-growth, low-cash-flow sectors. Historically, Miller has been known for contrarian bets in financials and technology, and has avoided most speculative areas.

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