David Marcus - Developing a 3D Perspective of Investing
Over the last few years, the opportunities for global value investing have improved significantly. Yields are incredibly low across the board, putting pressure on improving operational performance to generate returns. In such an environment, Europe is fertile ground for the value investor. With roo…
Best of 2021
Welcome to a look back at this year's interviews with guests from our Beyond The Boardroom and special report episodes. It has been a packed year so join Kieran Poole as we journey through the class of 2021. Hear from Artisan Partners’ David Samra, George Michael Gerstein and Sara Crovitz of Strad…
Samsung: Semiconductors over Smartphones - [Business Breakdowns, EP.147]
![Samsung: Semiconductors over Smartphones - [Business Breakdowns, EP.147]](https://cdn-images-3.listennotes.com/podcasts/business-breakdowns/samsung-semiconductors-over-wHNbF2ZidKr-SEQKPMlYfOs.300x300.jpg)
This is Matt Reustle. Today, we are breaking down the technology conglomerate Samsung. Only Apple, Microsoft, Google, and Amazon ranked higher than Samsung in Interbrand's latest brand value rankings, with Samsung being the fifth most valuable brand in the world. It's everywhere around us: our phon…
INTERNATIONAL VALUE MYSTERIES
With special guest David Samra, managing director of Artisan Partners.
The Value Perspective from the New York Value Conference
Welcome to this special episode of TVP, where Juan and Andrew Williams will take you behind the scenes of the New York Value Conference. Recorded live on the conference floor, just as we've done in the past at the London Value Conference in the London Quality and Growth Conference. We are fortunate…
Artisan’s Samra Likens Value to Two-for-One Deal
With European earnings growth projected to be low in 2025, investors are focusing on a potential recovery in 2026. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Laurent Douillet, senior equity strategist…
#49 The $50bn Man - David Samra on Global Value & 20 Years of 4% Alpha
David Samra has been in the investment business for over 30years. He specialises in international value and has beaten his index by over 4% pa for over 20 years, in a period when traditional value has been doing poorly.
That may be why his fund, which has been closed to new investors for most of …
Ep. 333: David Samra on Value Investing, AI Returns, and Bad Management Teams
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…
Inside Artisan's International Value Fund with Portfolio Manager David Samra
Artisan Partners is a global multi-asset investment platform providing a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world. Since the firm’s founding, Artisan Partners has built its business based upon a consistent philosophy an…
PODCAST SØGEMOTOR
Du kan bruge vores hjemmeside til at søge efter3,822,222podcasts og195,468,896episoder efter personer, steder eller emner.
En investering i viden giver det bedste afkast, så jeg lytter til podcasts.
‐ Benjamin "Llamacorn" Franklin
REDIG
Tak fordi du hjælper med at holde podcast-databasen opdateret.
