Jae Chung

David Advisors seeks durable, well-managed businesses at attractive prices and holds them for the long-term, to allow the power of compounding to work. The Davis Investment Discipline begins with the premise that stocks represent long-term economic interests in real businesses.

FMA utilizes research driven, fundamental, value-oriented strategy for selecting investments. In choosing equity investments, the firm focuses on the market price of a company's securities relative to their evaluation of the company's asset value, including an analysis of book value, cash flow potential, long-term earnings and multiples of earnings of comparable securities of both public and private companies. Each investment is analyzed separately and there are no set criteria as to specific value parameters, asset size, earnings or industry type.

Oakmont invests on a discretionary basis for its clients principally, but not solely, in equity and equity-related securities. The firm also provides advice regarding debt securities, partnerships investing in venture capital, private equity, and real estate and leveraged buyout funds. Their clients may also invest directly in real estate and privately held companies. Oakmont uses bottom-up, fundamental research and analysis in their investment decision-making process. They look for companies with sound businesses at attractive valuations and hold them for the long-term.

Evermore employs a special situations investment strategy across three geographies: Global, European, and International. To achieve the investment objective of the strategy – capital appreciation – the firm invests primarily in equity securities of companies that are believed to be both significantly undervalued and undergoing strategic change (special situations). Evermore invests in securities of issuers located in any country of any market capitalization, and of any industry. The firm builds detailed, bottom-up fundamental financial models that are used as a basis for all parts of the research process, including but not limited to its valuation, scenario analyses, catalyst assessments, and risk management.

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Functions as a College/University

Provides capital management services

Manufactures heating equipment