George Davis, Hotchkis & Wiley - Were In Unchartered Territory Right Now | #339

Published: Aug. 11, 2021, 5 p.m.

b'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.\\n\\xa0\\n\\xa0\\nIn today\\u2019s episode, we\\u2019re talking long term value investing. We start with George\\u2019s 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\\u2019s been like to invest for over 33 years, the lessons he\\u2019s learned along the way, and what attributes make a great investor.\\n\\xa0\\n\\xa0\\nAs we wind down, George talks a little about the business side of asset management and what it\\u2019s been like leading a firm that\\u2019s been around for over four decades.\\n\\xa0\\n\\xa0\\nPlease enjoy this episode with Hotchkis & Wiley\\u2019s George Davis.\\n\\xa0\\n\\xa0\\n-----\\n\\xa0\\nTo learn more about our funds and follow us, subscribe to our\\xa0mailing list\\xa0or visit us at cambriainvestments.com\\nFollow Meb on Twitter, LinkedIn and YouTube\\nFor detailed show notes, click here\\n\\xa0\\n-----\\n\\xa0\\n\\xa0\\nThis episode is sponsored by\\xa0Masterworks. Masterworks is opening the doors to top-tier, blue-chip art investments to everyone. Use Promo Code \\u201cMEB\\u201d to skip their wait list.\\n\\xa0\\n\\xa0\\n-----\\n\\xa0\\n\\xa0\\nToday\\u2019s 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\\u2019s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.\\nLearn more about your ad choices. Visit megaphone.fm/adchoices'