R. Van Ogden

Chief Executive Officer at

Penn Davis McFarland, Inc.

Finance

Consumer Services

Profile

Mr. Robert V.
Ogden, CFA MBA, is a Principal at Penn Davis McFarland, Inc. Mr. Ogden has been with the firm since 1986 and became a partner in 1993.
His primary responsibilities are portfolio management and client relations.
He is a member of firm Investment Committee.
Prior to joining the firm, he served as a personal trust officer with a large Dallas bank, now a part of Bank of America.
While at the bank, he gained extensive experience in managing trust, real property, and financial assets, as well as estate and tax planning.
He is a CFA charterholder and holds a Masters in Business Administration degree from Southern Methodist University.

R. Van Ogden active positions

Companies	Position	Start
Penn Davis McFarland, Inc. Penn Davis McFarland, Inc. Investment ManagersFinance PDM is a contrarian investor that utilizes a disciplined and repeatable investment process designed to be long-term oriented with low turnover. While they have a global focus, the firm implements their strategy through US-listed securities. Their strong sell discipline also serves as an important part of the firm’s risk management process. To produce the best possible after-tax return, PDM will sell to harvest losses when possible.	Chief Executive Officer	01/05/2020

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Private companies	2
Penn Davis McFarland, Inc. Penn Davis McFarland, Inc. Investment ManagersFinance PDM is a contrarian investor that utilizes a disciplined and repeatable investment process designed to be long-term oriented with low turnover. While they have a global focus, the firm implements their strategy through US-listed securities. Their strong sell discipline also serves as an important part of the firm’s risk management process. To produce the best possible after-tax return, PDM will sell to harvest losses when possible.	Finance
Southern Methodist University Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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Finance