George Davis, Hotchkis & Wiley - We’re In Unchartered Territory Right Now | #339
The Meb Faber Show - Better Investing
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Using Six Sector Teams to Improve Decision Making
I think we're stronger and better than we've ever been as a firm. I lived in winszam, north carolina, so wacovia has a very familiar memory. The panic was so severe that even those long time customers of lacovia were pulling their deposits out of the bank. It's been really gratifying to see it work out so much better. To day. We don't have a louder voice than anybody else. But what we're reflecting is the research work that gets discussed in the sector teams, and have the context of cross sectors to build a portfolio thatreally reflects the best thinking of the entire team.
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