#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.
More episodes from The Meb Faber Show
#417 – Andrew Peck, Baron Capital – A Growth Manager’s Take on The Market
Today’s guest is Andrew Peck, co-CIO for Baron Capital, which is known for its long-term, fundamental, active approach to growth investing.
In today’s episode, we’re talking to a growth …
#416 – Jan van Eck, VanEck – Thematic Investing, Gold & Digital Assets, and Financial History
Today’s guest is Jan van Eck, President & CEO of VanEck, which offers value-added exposures to emerging industries, an investment management firm that manages $85 billion.
In today’s …
#415 – Sajid Rahman, MyAsiaVC – The VC Landscape in Emerging Markets From Someone Who’s Made Over 1,400 Investments
Today’s guest is Sajid Rahman, Managing Partner of MyAsiaVC, an early stage venture fund, and the co-founder & CEO of Digital Healthcare …
#414 – Tim Laehy – All About Coinbase (COIN) With The Company's Former CFO
Today’s guest is Tim Laehy, a long-time CFO that’s taken 3 companies public and raised over $3 billion dollars in his career.
In today’s episode, …
#413 – Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least
Today’s guest is Antti Ilmanen, Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management and author of Investing Amid …
#412 – Radio Show – Meb's Got News!...YTD Stock & Bond Performance...$7 Gas in SoCal
Today's radio show is with Meb Faber, Justin Bosch & Colby Donovan. We cover:
- The Idea Farm is now free!!!
- YTD stock & bond returns
- …
How you can listen to this podcast
You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.