General Investing >> Money Manager Interviews >> May 1, 2015
Actively Managing an All-Cap Fund by Being Flexible, Different and Disciplined
Paul G. Condrat, CFA, is Associate Vice President andCo-Portfolio Manager for the Davidson Multi-Cap Equity strategy at Davidson Investment Advisors. He joined the firm in 2004, and previously served as a senior research analyst that supported all of Davidson's equity strategies. Prior to joining the firm, Mr. Condrat worked with Bainbridge Capital in San Diego, where as a business analyst, he assisted in developing private equity opportunities and participated on various strategy consulting teams with Fortune 500 companies. He serves on the board of directors and is Chair of the finance committee for InvestED, a public nonprofit serving secondary-school students. Mr. Condrat is also a member of the CFA Society of Seattle. Mr. Condrat earned a BBA in finance and marketing from Gonzaga University. Profile
Brian P. Clancy, CFA,is Vice President andCo-Portfolio Manager for the Davidson Multi-Cap Equity strategy at Davidson Investment Advisors. Mr. Clancy joined Davidson Investment Advisors in 2004 after working as Co-Portfolio Manager of SAFECO Asset Management's Multi-Cap Equity strategy. Additionally, Mr. Clancy served as a portfolio manager for the SAFECO Trust Company. Beyond portfolio-management duties, Mr. Clancy operated as an equity analyst covering the semiconductor, semiconductor capital equipment, communications technology, office equipment, beverage and waste management industries. Mr. Clancy is a member of the CFA Society of Seattle. Mr. Clancy earned a B.S. in mathematics from the United States Naval Academy and earned an MBA from the University of Washington. Profile
TWST: Tell me about the firm and its philosophy as a whole.
Mr. Clancy: Sure. Davidson Investment Advisors is a division of D.A. Davidson Companies, which is headquartered in Great