Key facts
- Chris Davis, Chairman and Portfolio Manager at Davis Funds, is interviewed.
- The discussion covers risk management and economic changes.
- Mentors like Charlie Munger are mentioned.
- Davis discusses his entry into the family business.
Chris Davis, Chairman and Portfolio Manager at Davis Funds, was interviewed on the Masters in Business (MiB) podcast. The conversation focused on his investment philosophy, including his approach to managing risk and identifying significant economic changes. Davis also shared insights into his professional journey, mentioning his mentors, notably Charlie Munger, and how he became involved in the family business. The discussion touched upon his reading habits and favorite books. Additionally, a bonus segment featured Joe McLean, Managing Partner at MAI Capital Management, who leads the firm's Sports & Entertainment division and is known for his 60% savings mandate for clients.