Aug 11 2021 49 mins 240
In episode 339, we welcome our guest, George Davis, CEO and Portfolio Manager for Hotchkis & Wiley, a global investment manager serving institutional and individual investors. In today’s episode, we’re talking long term value investing. We start with George’s investment philosophy and then walk through how he views the market today, seeing value in both financials and energy stocks. We talk about what it’s been like to invest for over 33 years, the lessons he’s learned along the way, and what attributes make a great investor. As we wind down, George talks a little about the business side of asset management and what it’s been like leading a firm that’s been around for over four decades. Please enjoy this episode with Hotchkis & Wiley’s George Davis. ----- To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here ----- This episode is sponsored by Masterworks. Masterworks is opening the doors to top-tier, blue-chip art investments to everyone. Use Promo Code “MEB” to skip their wait list. ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.
