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.

Background

Chris Davis bio

Davis Funds website

“Davis NY Venture Fund: Special PM Update” by Chris Davis and Danton Goei; March 2020

Davis 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”; Wikipedia

Behavioral Biases

Buffett Partnership Letters—Letter to Partners dated Jan. 18, 1965 (pg. 69)

Richard Feynman bio; Wikipedia  

Stocks Referenced

AIG

United Technologies

Otis Elevators

Raytheon

Carrier

Bank of America

US Bancorp

Wells Fargo

Capital One

Bank of New York Mellon

Visa

JPMorgan

American Express

Berkshire Hathaway

Apache

EOG

Devon

Ultra Petroleum

Alphabet

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