Across Bloomberg and The Big Picture, Chris Davis—chairman and portfolio manager at Davis Funds—appears in a conversation hosted by Barry Ritholtz. The discussion focuses on Davis’s approach to managing risk, including how he thinks about protecting portfolios while pursuing long-term results. Davis also addresses changes in the broader economy and how those shifts influence investment thinking. Multiple segments emphasize that the podcast conversation includes reflections on Davis’s mentors, particularly Charlie Munger, and how those influences shape his investment perspective. The interviews also touch on Davis’s entry into the family business, describing how he settled into his role at Davis Funds. In the related “MiB” package published by The Big Picture, the outlet provides a transcript and points listeners to audio and video versions of the full discussion on major podcast platforms, with additional “podcast extras” noted. Overall, the coverage centers on Davis’s long-running investment philosophy and the framework he uses to evaluate risk and adapt to economic developments.
Chris Davis Discusses Risk, Mentors, and Long-Term Investing on Bloomberg Podcasts
Across Bloomberg and The Big Picture, Chris Davis—chairman and portfolio manager at Davis Funds—appears in a conversation hosted by Barry Ritholtz. The discussion focuses on Davis’s approach to managi...
- Chris Davis is chairman and portfolio manager at Davis Funds.
- The interviews discuss Davis’s approach to managing investment risk.
- The conversation covers economic shifts and how they affect investment thinking.
- Davis reflects on mentors, including Charlie Munger.
- The coverage includes podcast content and, in one instance, a transcript of the interview.
The transcript from this week’s MiB: Beating the S&P For Generations with Chris Davis of Davis Funds, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be… Read More The post Transcript: Chris Davis of Davis Funds appeared first on The Big Picture.
2 months agoThis week, I sit down with Chris Davis, Chairman and Portfolio Manager at Davis Funds. They discuss his approach to managing risk and the key elements changing the economy. We also discuss Chris’s mentors including Charlie Munger, and how he settled into the family business. A list of his current reading and favorite… Read More The post MiB: Beating the S&P For Generations with Chris Davis of Davis Funds appeared first on The Big Picture.
2 months agoBarry sits down with Chris Davis, Chairman and Portfolio Manager at Davis Funds. They discuss his approach to managing risk and the key elements changing the economy. Chris and Barry also discuss Chris's mentors including Charlie Munger, and how he settled into the family business. (Source: Bloomberg)
2 months agoBarry sits down with Chris Davis, Chairman and Portfolio Manager at Davis Funds. They discuss his approach to managing risk and the key elements changing the economy. Chris and Barry also discuss Chris's mentors including Charlie Munger, and how he settled into the family business. (Source: Bloomberg)
2 months agoBarry sits down with Chris Davis, Chairman and Portfolio Manager at Davis Funds. They discuss his approach to managing risk and the key elements changing the economy. Chris and Barry also discuss Chris's mentors including Charlie Munger, and how he settled into the family business. (Source: Bloomberg)
2 months ago
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