50 min listen
Chris Davis: Banking on Boring, Reliable Franchises
FromThe Long View
ratings:
Length:
55 minutes
Released:
Apr 15, 2020
Format:
Podcast episode
Description
Our guest this week is Chris Davis. Chris is a portfolio manager at Davis Advisors, where he runs a number of strategies, including the Davis New York Venture, Selected American, and Clipper Funds. Chris joined Davis in 1989 and has more than 28 years' experience in investment management and securities research. Among other accolades, Chris was the recipient of the Morningstar Domestic-Stock Fund Manager of the Year award in 2005. He received his M.A. from the University of St. Andrews in Scotland.BackgroundChris Davis bio Davis Funds website “Davis NY Venture Fund: Special PM Update” by Chris Davis and Danton Goei; March 2020Davis NY Venture Fund: Update from Portfolio Managers Chris Davis and Danton Goei; Annual Review 2020 Davis NY Venture Fund Davis NY Venture Fund portfolio data Working From Home“Management by Wandering Around”; WikipediaBehavioral BiasesBuffett Partnership Letters—Letter to Partners dated Jan. 18, 1965 (pg. 69)Richard Feynman bio; Wikipedia Stocks ReferencedAIGUnited TechnologiesOtis ElevatorsRaytheonCarrierBank of AmericaUS BancorpWells FargoCapital OneBank of New York MellonVisaJPMorganAmerican ExpressBerkshire HathawayApacheEOGDevonUltra PetroleumAlphabetFacebook
Released:
Apr 15, 2020
Format:
Podcast episode
Titles in the series (100)
Harold Evensky: 'It's an Unmitigated Disaster': Financial-planning guru Harold Evensky on the shortcomings of the SEC's newly enacted Regulation Best Interest, the bucket approach to retirement portfolios, and evolving business models for financial advice. by The Long View