Behind the Balance Sheet · Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

#49 The $50bn Man - David Samra on Global Value & 20 Years of 4% Alpha

·1 hr 22 min·5 clips

David Samra drove to a factory after being thrown out of Mario Gabelli's office to uncover a key reopening tip from a coffee truck worker.

David Samra, a global value investor managing $50bn at Artisan Partners, discusses his investment philosophy centered on buying good businesses at a 30% discount, with strong management and balance sheets. He shares insights from his career, including formative experiences with Mario Gabelli, active engagement at Danone, and the challenges of managing a large fund while maintaining a focus on cumulative knowledge and hands-on due diligence.

As heard by us

A measured value-investing conversation about ownership, patience, and how fund size changes conviction.

David Samra makes a plain case for value investing built on process, patience, and treating businesses as businesses. The discussion moves through the pressures of running a very large fund, then into family-owned companies, corporate longevity, and the habit good owners have of…

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Hear how a giant fund turns size into discipline.

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