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.