Jason Apollo Voss retired at the age of 35 as co-portfolio manager of the Davis Appreciation & Income Fund, which bested the S&P 500 by 49.1% during his tenure, was Lipper #1, and one of the first ten funds awarded Morningstar’s Stewardship Grade “A”.
The Intuitive Investor: A Radical Guide for Manifesting Wealth is unique within investing for its emphasis on the mind’s creative and intuitive functions and was a 2011 Foreword Reviews Business & Economics Book of the Year finalist. Other works by Jason include the finance industry’s first book about coming up with new investment ideas, The Investment Idea Generation Guide; as well as an industry first lie detection curriculum to complement analysts’ hard skills; and a meditation guide for investment professionals, given meditation’s scientifically proven benefits to overcome stress, improve mental functioning, improve creativity, improve intuition, and help practitioners overcome behavioral biases. Jason is also the co-author with David T. Larrabee, CFA of Valuation Techniques: Discounted Cash Flow, Earnings Quality, Measures of Value Added, and Real Options.
Portfolio Management –
Over the course of his investment career as co-Portfolio Manager of the Davis Appreciation & Income Fund (DAIF) the fund bested the NASDAQ by 77.0%, the S&P 500 by 49.1% and the DJIA by 35.9%.* The DAIF 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. Most impressively, the DAIF was one of Morningstar’s first ten mutual funds given a Stewardship Grade of “A.”
Director of Content –
Jason currently rents his services to CFA Institute where he is global Content Director for behavioral finance, fixed income, quantitative methods, and corporate finance. He has contributed to many CFA Institute efforts, ranging from being among the most popular authors for The Enterprising Investor, to helping select and attract conference speakers, to hosting conferences and moderating sessions. Most importantly, Jason has engaged in three major projects for CFA Institute’s more than 130,000 members. These are: authoring The Investment Idea Generation Guide, an industry first guide to increasing your creativity; conducting the first lie detection research to take place in finance; co-authoring an industry first lie detection guide for members; and researching, authoring, and serving as project lead for a meditation guide and program.
Board Member –
Jason currently serves on the Advisory Board for Quantum Leap Innovations; Mindful Business Conference; and the Institution Design Group. Additionally, he serves on the Framework Panel for the International Integrated Reporting Council. Previously he served on the Advisory Board for Clinton Capital Management, a Chicago-based hedge fund.
In the Press –
Voss has given numerous press interviews, been cited in, or contributed to: the Wall Street Journal, Barron’s, Business Week, Bloomberg, Institutional Investor, Reuters, Money, the Wall Street Transcript, Smart Money, Journal of Private Equity, Journal of Behavioral Finance, public radio’s Marketplace Business, the BBC’s Today Programme, Zero Hedge, Seeking Alpha, Morningstar, Business Insider, U.S. News & World Report, Red Herring, Value Line, Blog on Books, AskMen.com, Trust Across America, Cafe Mutual (India), The Globe and Mail, Yahoo! Finance, etc. You might have seen him on television speaking about the importance of analysis coupled with intuition in order to generate excellent investment returns. Or you might have seen one of his pieces written in his previous role as a Forbes Contributor.
Jason speaks at a number of industry conferences including: the Mindful Business Conference; Battle of the Quants; Fund Forum USA; the Conference on Sustainable, Responsible, Impact Investing; the CFA Institute Annual Conference; the Indian Associaion of Investment Professionals; the Burridge Conference; and so on.
Contributing Author –
You may also have read about Jason in other authors’ books, including Patricia Aburdene’s Conscious Money: Living, Creating, and Investing with Your Values for a Sustainable New Prosperity, David Houle’s Entering the Shift Age: The End of the Information Age and the New Era of Transformation, Tom Brakke’s Letters to a Young Analyst: advice and resources for aspiring investment professionals, and Chinhwee Tan and Tom R. Robinson’s Asian Financial Statement Analysis.
Other noteworthy accomplishments include: his October 21, 2004 epiphany in which he realized there was going to be a global recession, a realization that led to his retirement August 19, 2005; and his calling of the March 9, 2009 market low just several days after the fact on his “What My Intuition Tells Me Now” blog.
Voss 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 CFA Institute. Lastly, he has studied the ancient martial art of ninjutsu, Eastern healing techniques, and has also taught meditation.
* Results include the effects of dividends and stock splits on total return. Results were calculated based on data published by Yahoo! Finance; DAIF ticker symbol is DCSYX and covering the period of September 22, 2000 to August 18, 2005 – the length of Jason Apollo Voss’ tenure as co-portfolio manager of the Davis Appreciation & Income Fund.
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