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Market Opportunities Hidden in Plain Sight

Markets are more complex and concentrated than ever, creating both risks and hidden opportunities for investors. Our CIO/Portfolio Manager, Bill Miller IV, CFA, CMT, discusses why most active managers struggle to outperform their benchmarks—and how disciplined, differentiated strategies can still deliver long-term market-beating results. Portfolio Manager, Dan Lysik, CFA examines the broader market landscape, where growth stocks are historically expensive and concentrated, while value and smaller-cap equities remain mispriced and underappreciated. Key takeaways include: •Why active managers are struggling today and the structural challenges behind it •How high fees, risk limits, and herd behavior impact long-term performance •Why market concentration in mega-cap growth stocks may create vulnerabilities •Where small-cap, mid-cap, and value equities present historically favorable opportunities •How investors can identify truly active strategies For advisors and investors looking to diversify beyond indexes and mega caps, our team offers actionable insights into spotting opportunities hidden in plain sight. Subscribe for more insights and market updates from Miller Value Partners! #ActiveVsPassive #ValueInvesting #MarketConcentration #SmallCapInvesting #MegaCapRisk #PortfolioDiversification #FinancialAdvisors #InvestmentOpportunities #EquityMarkets #MarketInsights ©2025 Miller Value Partners LLC