Katharine Davidge is a financial advisor at Dorfman Value Investments LLC in Newton, MA, holding a Series 65 designation with 14 years of industry experience. She has worked at Dorfman Value Investments since 2012. Dorfman Value Investments LLC is a state-registered investment adviser that manages equity-focused portfolios for individuals, family offices, foundations, endowments, and other institutional clients. The firm uses a value-oriented, fundamental stock-selection process and manages both separately managed accounts and pooled vehicles, including a private investment partnership.

John Dorfman is the principal of Dorfman Value Investments LLC and holds a Series 65 designation with 24 years of industry experience. He founded Dorfman Value Investments in 2014 and has been a syndicated stock market columnist since 1997. Dorfman also serves as a director of an offshore hedge fund in the process of closing and writes a self-syndicated investment column published in multiple national outlets. Dorfman Value Investments LLC provides discretionary portfolio management to individuals, family offices, foundations, endowments, and institutional clients, primarily focusing on equity portfolios through a value-oriented, fundamental stock-selection strategy. The firm manages both separately managed accounts and pooled investment vehicles, incorporating a distinctive combination of public publishing, private fund advising, and use of derivatives.