Phil Davidson of American Century Investments takes a slow and steady approach to value investing, stressing avoiding losers as he has built nearly $33 billion in assets under management in nine mutual funds. His numbers tell the story, having delivered an annualized net return of 8 percent over the past 15 years vs. just 4.6 percent for the S&P 500 (INDEXSP:.INX). Phil Davidson on the different styles of value investing “There are different styles of value investing, with different outcomes in terms of volatility,” Davidson noted in a recent issue of Value Investor Insight. “We consider ourselves more at the quality…
Value Manager Phil Davidson Sounds Like a Quant
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.
