Bill Miller, Chief Investment Officer
On this week’s podcast (recorded July 17, 2015):
What we like: The Greeks and Europeans worked out a deal, strong start to earnings season
What we don’t like: Attention shift to Janet Yellen’s plan to raise interest rates; raise could go into early next year
What we’re doing about it: Destinations reallocation maintained risk exposure; covered shorts and adding to our long positions in Europe
Click here to listen to the audio recording
The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change.