An in-depth podcast not to be missed
Simon Mawhinney, our MD & CIO, was recently the guest speaker on Livewire’s The Rules of Investing podcast. This is one of the most in-depth interviews Simon has ever held.
You can listen to this podcast to gain a fascinating insight into the way Simon and our analysts think. It’s clear from the interview that it takes a particular type of person to be a contrarian investor. Going against the consensus sounds easy in theory, but the reality is that it’s extremely hard to invest in companies when other investors predict doom.
During the show Simon discusses a range of matters, including:
- the rationale behind our contrarian investment strategy
- how we find investment ideas
- how we make investment decisions in an uncertain environment
- some of the stocks our Funds own
- how we recruit our analysts
- a book he believes every new investor should read.
Listen to the podcast now.
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Equity Trustees Limited ABN 46 004 031 298, AFSL No. 240975 is the issuer of units in the Allan Gray Australia managed investment funds (Allan Gray Funds) and units in the Orbis Global managed investment funds domiciled in Australia (Orbis Funds).
Past performance is not a reliable indicator of future performance. There are risks involved with investing and the value of your investments may fall as well as rise. This represents Allan Gray Australia Pty Limited and Orbis Investment Advisory Pty Limited’s view at a point in time and may provide reasoning or rationale on why we bought or sold a particular security for the Allan Gray or Orbis Funds or our clients. We may take the opposite view/position from that stated, as our view may change. This article constitutes general advice or information only and not personal financial product, tax, legal, or investment advice. It does not take into account the specific investment objectives, financial situation or individual needs of any particular person and may not be appropriate for you. Before deciding to acquire an interest in the Allan Gray or Orbis Funds, or before making any other investment decision, please read the relevant disclosure document available on this website. We have tried to ensure that the information here is accurate in all material respects, but cannot guarantee that it is. Target Market Determinations (TMDs) for the Allan Gray products can be found at
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while TMDs for the Orbis Funds can be found at www.orbis.com.au on the 'Forms' page under 'How to Invest'. Each TMD sets out who an investment in the relevant Allan Gray or Orbis product might be appropriate for and the circumstances that trigger a review of the TMD.
You should consider such funds’ Product Disclosure Statement (PDS) or Information Memorandum (IM), as applicable, before acquiring or disposing units in such funds’. The PDS or IM can be obtained from www.orbis.com.au and www.allangray.com.au.