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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
|---|---|---|---|---|---|---|---|
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"AI disruption threatens growth stocks with premium valuations as agentic AI erodes competitive advantages. Miller/Howard advocates dividend investing as superior hedge, emphasizing mathematical incompatibility between high yields and high P/E ratios."
AI disruption threatens growth stocks with premium valuations as agentic AI erodes competitive advantages. Miller/Howard advocates dividend investing as superior hedge, emphasizing mathematical incompatibility between high yields and high P/E ratios. Firm maintains focus on HALO companies with physical assets while providing disciplined dividend income strategy amid market uncertainty.
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