Key facts
- Chris Davis, Chairman and Portfolio Manager at Davis Funds, was interviewed on the Masters in Business podcast.
- The discussion centered on his investment strategy, risk management, and economic changes.
- Davis mentioned Charlie Munger as a key mentor.
- He also spoke about his entry into the family business.
- Joe McLean of MAI Capital Management was featured in a bonus segment.
Chris Davis, Chairman and Portfolio Manager at Davis Funds, was a guest on the Masters in Business podcast. The interview delved into his investment philosophy, with a particular focus on his methods for managing risk and identifying significant economic shifts. Davis also shared personal insights into his career path, highlighting the influence of mentors such as Charlie Munger and detailing his transition into the family's investment business. The conversation touched upon his reading habits and preferred literature. Additionally, a separate segment featured Joe McLean, Managing Partner at MAI Capital Management, who discussed his role leading the firm's Sports & Entertainment division and his approach to client savings.