David Poppe is president of Giverny Capital Asset Management, LLC, an affiliate of Giverny Capital Inc. He started the business in 2020. GCAM invests in high – quality businesses with a strong bias to long – term ownership. More than half of the firm’s 26 equity holdings on March 31, 2021 have a founder involved as chairman or chief executive officer. Previously, David spent 20 years as an analyst, portfolio manager and president of Ruane, Cunniff & Goldfarb, where he co – managed the Sequoia Fund from 2006 – 2 018. In 2011, David and his Sequoia co – manager were cited as domestic equity managers of the year by the mutual fund rating service Morningstar. David also sits on the board of Central Securities Corp., a closed – end investment company.
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