Samantha McLemore on Longevity Risk Management

Masters in Business

Bloomberg

Business, Entrepreneurship, Investing

4.4 • 2.2K Ratings

🗓️ 18 February 2022

⏱️ 76 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Bloomberg Opinion columnist Barry Ritholtz speaks with Samantha McLemore of Miller Value Partners, which has some $3.1 billion in assets under management. McLemore has worked alongside Miller Value Partners founder Bill Miller on opportunity equity for some two decades, and is expected to take over the Miller Opportunity Trust following his retirement. McLemore is also the founder, majority owner and chief investment officer of Patient Capital Management, an investment adviser that serves institutional clients in cooperation with Miller Value Partners, which has some $281 million in assets under management.

See omnystudio.com/listener for privacy information.

Transcript

Click on a timestamp to play from that location

0:00.0	Today, opioids are the go-to treatment for people with severe pain, and alternatives are needed.
0:09.4	Hear how scientists are investigating a different kind of approach to meet pain where it starts.
0:14.6	On the latest episode of Targeting the Toughest Diseases, a new podcast by Bloomberg Media Studios and Vertex Pharmaceuticals.
0:30.5	I'm Bob Pittman, Chairman and CEO of IHART Media. I've spent my life building brands and running
0:36.0	companies like IHART Media, MTV, Casa Dragones de Kila, American Online, AOL Time Warner,
0:42.4	Six Like Steam Parks, even Century 21 Real Estate. I love to study others who've been in the trenches doing
0:48.0	the same thing. That's where my podcast, Math and Magic, comes in. Each week, we'll hear from
0:53.5	business leaders like Christian Joel, Global CEO of Group M.
0:57.4	It's really important to have people realize it's okay to fail, and it comes out of Silicon Valley.
1:01.9	Listen to Math and Magic on our very own free IHART Radio app, Apple Podcast, or wherever you get your podcast.
1:09.0	This is Masters in Business with Barry Reynolds on Bloomberg Radio.
1:17.8	This week on the podcast, I have an extra special guest. Her name is Samantha McLemore,
1:23.8	and she is a portfolio manager at Miller Value Partners where she co-manages the Opportunity
1:31.2	Trust Fund with famed investor Bill Miller. She is taking over the Opportunity Trust Fund from
1:38.5	Bill over the next couple of months. That's the transition they created. This is really quite a
1:46.4	fascinating conversation. If you're at all interested in value investing, stock selection, portfolio
1:53.6	construction, and what the difference between modern value investing and the sort of Ben Graham
2:02.5	historical value investing is, you're going to find this conversation to be absolutely fascinating.
2:09.8	The fund has put up spectacular numbers and it's not all Bill because she also runs a fund
2:16.2	with patient capital management, which is the institutional entity she owns, and that works closely
2:21.8	with Miller Value Partners, and her numbers have been quite spectacular. I'm just going to say with
2:28.4	no further ado, my conversation with Samantha McLemore. This is Masters in Business with Barry
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.