Jason Apollo Voss is a person with that rare gift of innate balance, a mind equal parts creative and analytical, a personality equal parts heart and head.  This is aptly demonstrated in his book, The Intuitive Investor: A Radical Guide for Manifesting Wealth, a 2011 Foreword Reviews Business & Economics Book of the Year finalist, and unique for its emphasis on the right-brain and its unfettered ability for generating abundance.


Over the course of his investment career as co-Portfolio Manager of the Davis Appreciation & Income Fund (DAIF) Jason was not only the consummate outsider’s insider, but also the fund he co-managed 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.”

Voss has given numerous press interviews 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 FinanceSeeking Alpha, public radio’s Marketplace Business, the BBC’s Today Programme, Morningstar responds to an Alpha Wounds article, U.S. News & World Report, Red Herring, Value Line, Blog on Books, AskMen.com, Trust Across America, Cafe Mutual (India), The Globe and Mail, 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.

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.

While Jason considers himself a supporter of the western world’s economic system, his blog has featured frequent criticisms of capitalism.  Voss is a true believer in the importance of an ethical and legal framework for business and fully subscribes to the emerging philosophy of conscious capitalism.

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.  More recently, Jason is renting his talents to CFA Institute as one of its Content Directors.  Specifically he scours the world for compelling fixed income, behavioral finance, corporate finance and quantitative methods content and then packages it into content that is equally compelling for CFA Institute’s 115,000+ global members.

Jason is an extremely dynamic investment speaker who loves to teach his audiences how to use their intuition to improve their lives and the lives of those around them.  Most recently he was a panelist at the highly regarded Battle of the Quants in New York City taking the side of people in the main event: Man vs. Machine.

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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