David Samra, Artisan Partners - The Primary Driver of Our Behavior Is Finding a Company That Trades At A Discount To Intrinsic Value | #216

The Meb Faber Show - Better Investing

The Idea Farm

Investing, Management, Business

4.8 • 978 Ratings

🗓️ 29 April 2020

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mebb Faver Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Met Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.3	Did it industry regulations, he will not discuss any of Cambry's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of
0:31.2	Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:35.6	Hey, podcast listeners, great show for you today.
0:42.3	Our guest is a managing director of
0:44.0	artisan partners and founding partner of the international value team where he's
0:47.6	been the lead PM on the international value fund since 2002. In today's episode we discuss our guest background and what
0:54.7	led him down the path of value investing. We cover the characteristics that
0:58.0	drive artisan's framework investing process and with the recent market
1:01.5	sell-off in mind we walk through some industries and
1:04.2	securities that are offering value right now and where they have been
1:07.3	deploying cash. This episode is brought to you by 10 East. Long time listeners know I've invested in private markets
1:14.8	quite a bit myself, but with access to these markets broadening it can be hard to know where
1:19.2	to find vetted high quality offerings. That's where 10 East comes in. Ten East is a platform where
1:24.6	qualified investors can co-invest on a deal by deal basis across private equity, private
1:30.2	credit, real estate, venture, and other one-off opportunities, typically unavailable
	...

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