Katharine Davidge is a financial advisor at Dorfman Value Investments LLC with 14 years of industry experience. She holds the Series 65 designation and has been with Dorfman Value Investments since 2012. Dorfman Value Investments LLC is a state-registered investment adviser providing discretionary portfolio management to individual and institutional clients. The firm employs a fundamentals-driven, value-oriented approach, constructing customized equity portfolios tailored to client risk, tax, and restriction profiles, with an emphasis on long-term capital appreciation across a broad range of market capitalizations.

John Dorfman is the principal of Dorfman Value Investments LLC in Newton, MA, with 24 years of industry experience. He has been managing Dorfman Value Investments since 2014 and has written a syndicated stock market column since 1997, which appears in multiple publications including Forbes.com and the Las Vegas Review Journal. Dorfman also serves as a director of the New Generation Turnaround Fund, an offshore hedge fund that was in the process of closing as of 2022. Dorfman Value Investments LLC provides discretionary portfolio management to individual and institutional clients, focusing on fundamentals-driven, value-oriented equity management. The firm typically constructs customized portfolios of 20–40 long positions across various market capitalizations, employing strategies aimed at long-term capital appreciation and offering occasional use of derivatives and equity short positions.