General Investing >> Money Manager Interviews >> December 31, 2015
Growing Capital Over Time with Less Risk Than the Overall Market
Michael S. Beall, CFA, is Executive Vice President and Chairman of the Investment Policy Committee at Davenport & Company LLC. He has a B.A. and M.S. in accounting from University of Virginia. He has been at Davenport for 35 years and also serves on the company’s board of directors. Prior to joining Davenport, he worked as an auditor. Profile
George L. Smith III, CFA, is Senior Vice President and a member of the Investment Policy Committee at Davenport & Company LLC. He is also the Co-Manager of the Equity Opportunities strategy. He has a B.S. in finance from University of Richmond. He has been at Davenport for 17 years, and also serves on the company’s board of directors and is the Vice President of Davenport Mutual Funds. He previously served as an analyst in Davenport’s Equity Research Department. Profile
TWST: I'd like to ask you to begin by giving us an overview of the firm's history and total assets under management?