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KY

Kathy Yeager

Managed Money Trader at Davis Selected Advisers

Tucson, AZ , United States

About

Kathy Yeager is a Managed Money Trader at Davis Selected Advisers Lp, based in Tucson, AZ, a role she has held since 1999. At Davis, she is responsible for executing trades and managing discretionary accounts as part of the firm's investment management team, focusing on delivering equity-centric investment strategies to institutional and individual clients.

Her expertise centers on large-cap value, concentrated equity, multi-cap equity, financial services, international, and real estate companies, as well as government securities and managed money accounts. She is deeply involved in the firm’s research-driven approach, optimizing client portfolios in these sectors and asset classes according to the Davis Investment Discipline.

Kathy holds a BS in Business Administration and Management with a minor in Finance from Southern New Hampshire University, giving her a strong analytical foundation. Over her 25+ year career with Davis, she has contributed to the firm’s reputation for disciplined equity selection and effective portfolio management, helping maintain its position as a leading institutional asset manager in the Southwest.

Career History

OrganizationRoleDate RangeDetails
Davis Selected Advisers LpManaged Money TraderNov 1999 to Present
Managing private accounts by trading equities to follow models as directed.

Education

Southern New Hampshire University

BS Business / Minor in Finance, Business Administration and Management, General

1995 1998

Skills & Expertise

Financial Analysis
Microsoft Excel
Investments
Strategic Planning
Leadership
Business Strategy
Finance
Management

Others at Davis Selected Advisers (8)

NameRoleLocation
C
Cathy Forbes-Kenney
TraderVail, AZ , United States
Chandler Spears
Chandler Spears
Portfolio ManagerAsheville, NC , United States
D
Danton Goei
Portfolio ManagerNew York, NY , United States
Edward Yen
Edward Yen
Research AnalystNew York, NY , United States
Ian Gorman
Ian Gorman
AnalystNew York, NY , United States
P
Pierce Crosbie
AnalystNew York, NY , United States
Sobby Arora
Sobby Arora
AnalystNew York, NY , United States
D
Darin Prozes
AnalystLarchmont, NY , United States

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