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. In today’s episode, we’re talking long term value investing. We start with George’s 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’s been like to invest for over 33 years, the lessons he’s learned along the way, and what attributes make a great investor. As we wind down, George talks a little about the business side of asset management and what it’s been like leading a firm that’s been around for over four decades.
Please enjoy this episode with Hotchkis & Wiley’s George Davis.