The best placed manager right now? Allan Gray CIO Simon Mawhinney talking contrarian, value, what's ahead, what's behind

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.

Om Podcasten

Theory of Thing is a regular look at markets and economics hosted by James Whelan of VFS Group with HLM's Heath Moss as regular co-host. Featuring top analysts, leading investors, and key decision-makers, we figure out the second and third derivative if possible. "The smartest show no one listens to" - business channel critic.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.