The April 2015 edition of US investment magazine Value Investor features an interview with two of Davis Advisors’ key investment personnel – CEO Christopher Davis and Portfolio Manager Dante Goei (Goei is the co-PM of the Pan-Tribal Global Equity Fund).
This in-depth Q&A goes to the heart of the Davis investment philosophy – Davis and Goei describe what they believe sets true “compounding machines” apart from pretenders, those companies that will deliver returns year after year…and those that won’t. There’s stock specific commentary, discussion of the Davis investment approach and valuation discipline, and an explanation as to why Davis has not been a fan of big banks.
Please note: companies discussed in the article are not necessarily held in the Pan-Tribal Global Equity Fund’s portfolio. References to securities listed herein does not constitute a recommendation to buy, sell or hold any such security.
For further information about Davis Advisors or the Pan-Tribal Global Equity Fund, please contact us.