You're signed outSign in or to get full access.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Davis Selected Advisers Lp | Managed Money Trader | Nov 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
Others at Davis Selected Advisers (8)
| Name | Role | Location |
|---|---|---|
C Cathy Forbes-Kenney | Trader | Vail, AZ , United States |
| Portfolio Manager | Asheville, NC , United States | |
D Danton Goei | Portfolio Manager | New York, NY , United States |
| Research Analyst | New York, NY , United States | |
| Analyst | New York, NY , United States | |
P Pierce Crosbie | Analyst | New York, NY , United States |
| Analyst | New York, NY , United States | |
D Darin Prozes | Analyst | Larchmont, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager | King Luther Capital Management Corp. | TX , United States | |
| Analyst | King Luther Capital Management Corp. | Fort Worth, TX , United States | |
C Christian Andreach | Co-Head of Global Equities and Portfolio Manager | Manning & Napier Advisors LLC | Chattanooga, TN , United States |
| Senior Trader | Manning & Napier Advisors LLC | Bozeman, MT , United States |