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Podcast: Ensombl Advice Australia
Episode: Investment Podcast #35 - Inside the Contrarian Playbook
Description: Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26022622-564600010.25 Client Care & Practice0.25 Technical Competence0.25 Regulatory Compliance and Consumer ProtectionAs elevated valuations and index concentration challenge traditional portfolios, Daniel Kelly is joined by Chris Hestelow (Allan Gray) to explore the firm’s contrarian, long-term investment philosophy. They unpack a high-conviction process built on deep fundamental research, independent review, and clear portfolio manager accountability - designed to prioritise alpha over index-hugging. They highlight recent outperformance from out-of-favour holdings rather than mega-cap leaders, and how advisers can pair truly active strategies with passive allocations for genuine di...