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Podcast: Theory of Thing Investment Podcast
Episode: The best placed manager right now? Allan Gray CIO Simon Mawhinney talking contrarian, value, what's ahead, what's behind
Description: Episode 13 and we have the very modest but outperforming fund manager Simon Mawhinney of Allan Gray talking about how they value companies, their investment horizon, good investments and, yes, the not so good. A brilliant insight into the process of managing money for the long term and how to succeed in the contrarian space. Simon also gives us a little insight into how they're positioned for the future...Host James Whelan (VFS Group)Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.