HE'S BUYING

David Samra might not be a name you are familiar with, but with his track record you might want to note what he has to say. Here an article from Bloomberg.

David Samra, awarded for his stock-picking during and after the 2008 financial crisis, says he’s buying again.

Samra, who oversees about $20 billion for Artisan Partners, says now’s the time for a steady hand and no emotion as concern intensifies about the slowdown in China and the sliding price of oil. The winner of Morningstar Inc. international stock manager rankings in 2008 and 2013 says he’s sticking to his investment approach: finding undervalued shares with strong balance sheets.

“We welcome these types of markets,” Samra said in a phone interview from San Francisco on Monday. “We weren’t happy to see the potential social and economic disruption that happened during the financial crisis. It causes a lot of human misery. You’re not existentially happy about what’s going on. On the other hand, that turned out to be a market opportunity.”

bloomberg.com/news/articles/2016-02-09/the-20-billion-manager-who-won-after-the-crisis-is-buying-again

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