Ed Harrison here for real vision. Really quick intro for you. I'm about to talk to

David Samra who's a managing director at Artis and Partners and one of the things that we obviously look at here at Real Vision is we look to talk to people who have skin in the game who run real money and at this particular time when we're talking about growth

stocks really taking off in the post-pandemic world, the question is is

what's there to see in value? What's the process that

value investors go through and how will they see their way through? David

Samra is one of the best people to talk to because his fund has done incredibly well

outperformed over a longer period of time so we're going to talk to him about his

process maybe do a deep dive into specific companies and see what comes out of that.

I hope that you enjoy the show and I'm looking forward to the interview very much.

Take care.

Welcome to Real Vision. I am the host here for this interview. Ed Harrison. I'm talking to David Samra, who is a managing director and portfolio manager at Artison Partners. David, good to talk to you. Thanks for having me, Ed. David, we chatted, I I think a week ago now and I was saying that one of the reasons I ended up at

business school, at the business school that I went to, which is the same one that you went to,

was for actually the same one that you went to was for actually the same reasons that you went there which is value investing and while I ended up on the bond side of things you actually did go into value investing right before this interview I pulled out my directory of

entering students for Columbia to take a look at it and the interesting bit is

here that they ask you you you know, your hometown, your undergraduate graduate school,

last book read, favorite movie and favorite diversion. And undermine it says the Warren Buffett way is the book that was my favorite

book at the time rollerblading was my favorite diversion so that talked a little bit about where I was in the 90s.

I think my movie was Muriel's wedding so that's a little throwback.

But you know I think this all begins with Warren Buffett and Graham and Dodd investing.

Can you take me through how you're thinking about value investing, you know investing historically and also how you yourself get into it?

Well, education is the great facilitator.

I entered a business school in Waltham, Massachusetts called Bentley College, which is the time was emerging from, it's now called Bentley University, but at the time it was

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