George Davis, Hotchkis & Wiley - We’re In Unchartered Territory Right Now | #339

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 11 August 2021

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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. 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.
0:39.6	What's up everybody?
0:40.6	Great show today.
0:41.8	Our guest is the CEO and portfolio manager
0:44.0	for Hotchkiss and Wiley global investment manager serving institutional and
0:48.0	individual investors in today's episode we're talking long-term value investing
0:52.3	we start with the guest philosophy and then walk through how he
0:54.9	views the market today seeing value in both financials and energy stocks.
0:58.9	We talk about what it's been like to invest for over 33, the lessons he's learned along the way,
1:04.0	and what attributes make a great investor.
1:06.4	As we wind down and we talk a little bit about the business side of asset management
1:10.7	and what it's like been leading a firm that's been around for decades.
1:15.0	This episode is brought to you by 10 East.
1:17.5	Long time listeners know I've invested in private markets quite a bit myself,
	...

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