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Ep. 333: David Samra on Value Investing, AI Returns, and Bad Management Teams
Episode 333
David Samra is a managing director of Artisan Partners – the $180bn global multi-asset investment platform. He is founding partner of the International Value Group, and portfolio manager of the Artisan International Value Fund, which he has managed since the portfolio's inception in September 2002. David has been nominated for the Morningstar International Stock Fund Manager of the Year Award six times. In this podcast, we discuss:
- Economic Value Added (EVA) and what makes a good business versus a bad business
- Principles of value investing
- Finding undervalued securities through screening and cumulative knowledge
- Good versus bad management teams
- Published on 12 hours ago