#216 - David Samra, Artisan Partners - The Primary Driver of Our Behavior Is Finding a Company That Trades At A Discount To Intrinsic Value
In episode 216 we welcome our guest, David Samra, a managing director of Artisan Partners and founding partner of the Artisan Partners International Value Team.
In today’s episode, we discuss David’s background and what led him down the path of value investing. We cover the characteristics that drive Artisan’s framework and investment process.
With the recent market selloff in mind, we walk through some industries that are offering value right now, from travel and leisure to energy, and where Artisan has been deploying cash.
As the conversation winds down, we talk high-level about the asset management industry and deploying value strategies.
All this and more in episode 216 with Artisan Partners’ David Samra.
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#280 – Matthew O’Connor, AdQuick - People Use The Term Disrupt All The Time…And I Like To Think We Can Kind Of Help Erupt The Industry
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…
#278 – Lucas White, GMO - Since Inception Of The Strategy…We’ve Been Buying Companies At A Significant Discount, Yet Our Portfolio Has Had Earnings Growth That Far Exceeded The Broad Equity Market
In episode 278, we welcome our guest, Lucas White, a portfolio manager for the Resources and Climate Change Strategies at GMO.
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#277: Top Podcasts 2020 – Replay: Rick Rule, Joe Davis, Tom Basso
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Hear Rick Rule discuss the …
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