davis-forum

As part of The Kelly Group’s investment due diligence process, Charlie Wolpoff attended an investment forum hosted by Davis Advisors, one of TKG’s strategists. Presenters included Chris Davis (left) and Danton Goei, co-managers of the Davis funds held by TKG: Davis New York Venture and Davis Selected American funds. The Davis team provided a very informative and in depth analysis of the Davis investment discipline, their views of potential opportunities in today’s markets, the potential impact of the election, and insight into the wisdom of some of the greatest investment minds. Davis and Goei also addressed in considerable detail questions from the attendees. The Nov. 18 forum was held mostly in the historic New York Waldorf Astoria.