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Our guest this week is Chris Davis. Chris is a portfolio manager at Davis Advisors, where he runs a number of strategies, including the Davis New York Venture, Selected American, and Clipper Funds. Chris joined Davis in 1989 and has more than 28 years' experience in investment management and securities research. Among other accolades, Chris was the recipient of the Morningstar Domestic-Stock Fund Manager of the Year award in 2005. He received his M.A. from the University of St. Andrews in Scotland. Background Chris Davis bio Davis Funds website “Davis NY Venture Fund: Special PM Update” by Chris Davis and Danton Goei; March 2020 Davis NY Venture Fund: Update from Portfolio Managers Chris Davis and Danton Goei; Annual Review 2020 Davis NY Venture Fund Davis NY Venture Fund portfolio data Working From Home “Management by Wandering Around”; Wikipedia Behavioral Biases Buffett Partnership Letters—Letter to Partners dated Jan. 18, 1965 (pg. 69) Richard Feynman bio; Wikipedia Stocks Referenced AIG
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