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Chris Davis & Bob Rodriguez Panel Event Video
Chris Davis of Davis Advisors, Bob Rodriguez of FPA and Jeremy DeGroot of Litman/Gregory participated in the third annual Litman/Gregory panel. The event took place June 24, 2004, and was timed to coincide with Morningstar’s annual conference in Chicago. DeGroot’s extensive knowledge of the fund industry and the managers themselves makes him an ideal panel moderator as he leads discussion regarding the Active vs. Passive argument and the potential impact on a portfolio manager’s investment process from factors such as style analysis, tracking error and benchmarking. Davis and Rodriguez pull no punches and they provide relevant and humorous insights on the industry and the process by which investors select and evaluate mutual funds.

Video length: 58.46 minutes


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