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Episode #339: George Davis, Hotchkis & Wiley, “We’re In Unchartered Territory Right Now”

Episode #339: George Davis, Hotchkis & Wiley, “We’re In Unchartered Territory Right Now” Guest: George Davis serves as CEO and is responsible for setting the firm’s strategic direction. Mr. Davis also serves as a portfolio manager on the Large Cap Fundamental Value and Large Cap Diversified Value portfolios. Date Recorded: 7/21/2021     |     Run-Time: 49:27 Summary: 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