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

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

Published: April 29, 2020, 5 p.m.

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.\nIn today\u2019s episode, we discuss David\u2019s background and what led him down the path of value investing. We cover the characteristics that drive Artisan\u2019s framework and investment process.\nWith 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.\nAs the conversation winds down, we talk high-level about the asset management industry and deploying value strategies.\nAll this and more in episode 216 with Artisan Partners\u2019 David Samra.\nLearn more about your ad choices. Visit megaphone.fm/adchoices