Word: millers
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...MILLER: This is self-serving, but I think it's going to be a great spot for active managers to beat the indexes over the next few years...
...MILLER: Yes. The S&P remains overvalued relative to the rest of the market. I'd be especially wary of big tech. But there are pockets of value...
...MILLER: We'll go out three years. Beyond that, who the heck knows...
...MILLER: That's what makes it fun. Some are outstanding and some aren't, and that's where there's opportunity. One of the catalysts we look for is new management in a good business that had been mismanaged. This should be a great time for small caps. The statistics show that looking out one year post-recession, small caps have outperformed the S&P 500 by 10 to 13 percentage points...
...MILLER: We added into positions after Sept. 11. But there is a little more emphasis on a safety net. Were we looking at a typical economic cycle, right now as a value investor, you might look for low-quality value--companies with a little more debt. Those are the ones that really can grow earnings dramatically, but because of this terrorist aspect, we're just not doing the low quality...