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    Christopher Davis • Founding Asset MGMT

    Christopher Davis is Chairman and Portfolio Manager at Davis Selected Advisers-NY, Inc., specializing in value-oriented equity strategies with a primary focus on large-cap financial sector investments. He actively manages portfolios with significant holdings in companies such as Meta, Wells Fargo, Capital One, Bank of New York Mellon, MGM Resorts International, and KE Holdings Inc., and his firm has delivered a long-term compound annual return of 10.7% since 1989, consistently outperforming the S&P 500. Davis began his investment career in 1989 as a financial analyst at Davis Selected Advisers and became portfolio manager of the firm's flagship funds by 1995 after prior roles at Tanaka Capital Management and State Street Bank & Trust Company. He holds a master’s degree with honors from the University of St. Andrews in Scotland, is a former Morningstar Manager of the Year, and is noted for his disciplined value investment philosophy influenced by mentors such as Warren Buffett and Charlie Munger.

    Christopher Davis's questions to SANUWAVE Health Inc (SNWV) leadership

    Christopher Davis's questions to SANUWAVE Health Inc (SNWV) leadership • Q1 2025

    Question

    Christopher Davis questioned which segments of the total addressable market are driving success and asked for specifics on the types of wounds being treated. He also followed up on any developments regarding patent assertion lawsuits.

    Answer

    CEO Morgan Frank clarified that due to HIPAA regulations, SANUWAVE lacks direct visibility into the specific wound types being treated by practitioners. Regarding patents, he explained that an outside firm has an option to pursue assertion, and while the process is out of SANUWAVE's direct control, he is pleased with the partner's progress.

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    Christopher Davis's questions to SANUWAVE Health Inc (SNWV) leadership • Q3 2024

    Question

    Christopher Davis inquired about the expected profile for operating expenses over the next year and the growth of the sales team, including headcount numbers from a year ago, now, and future plans.

    Answer

    Executive Morgan Frank detailed that the sales team has grown from 3 people at the start of the year to 9 currently, with plans to reach 11 shortly. He projected that Q4 operating expenses would be approximately flat in dollar terms with Q3, despite the headcount growth and non-recurring expenses, with modest OpEx growth expected across 2025.

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