Member

Jason Voss

Lifelong Finance Pro & Conscious Capitalist

 

Jason Voss, CFA, is a retired investment manager, and currently Director of Content at CFA Institute, where he is responsible for creating content for the organization’s 150,000+ global members. He is the author of multiple books, among them, The Intuitive Investor, Valuation Techniques, Lie Detection for Investment Professionals, and the cutting-edge Meditation Guide for Investment Professionals.

 

Voss has authored over 1,000 articles on investing topics with an emphasis on improving investment performance, and the power of the mind. He is the most popular author on CFA Institute’s Enterprising Investor blog. Additionally, he has published research in multiple academic journals, including the Journal of Private Equity and the Journal of Behavioral Finance.

 

Previously, Voss was a portfolio manager at Davis Selected Advisers, L.P., where he co-managed the Davis Appreciation and Income Fund. Over the course of his investment career as co-Portfolio Manager of the Fund, it bested the S&P 500 by 49.1%, with two-thirds of the volatility. The Fund was one of Morningstar's first 10 mutual funds to receive its Stewardship Grade "A" for ethical stewardship of investor monies.

 

The Davis Appreciation and Income Fund was regularly ranked in the top decile of its investment category and further it earned a Lipper #1 ranking. The Fund was named a Lipper Leader, and was a perennial Morningstar Analyst Pick. At the time of Jason's retirement at the age of 35, Davis Selected Advisers was one of the nation's top 50 largest money management firms and among the largest shareholders for a number of household name companies, such as American Express, Costco, Altria (i.e. Philip Morris), Sealed Air (makers of bubble wrap), etc.

 

Voss has given numerous press interviews to: the Wall Street Journal, Barron's, Marketplace Morning Report, BBC's Today Programme, Business Week, Bloomberg, Reuters, Money, the Wall Street Transcript, Smart Money, etc. Jason holds a Bachelor of Arts in Economics, and a Masters of Business Administration with an emphasis in Finance and Accounting, from the University of Colorado. Additionally, he is a Chartered Financial Analyst (CFA) as designated by the CFA Institute.