Dr Suhas Nayak, Allan Gray Analyst and Portfolio Manager, met with Livewire recently for this interview.

During the Q&A Suhas speaks about our contrarian investment strategy, his mentors and the emotional difficulty that comes with investing in stocks that make you feel uncomfortable.

Read the interview to learn more about the process a stock must go through to make it into our portfolio, a stock we currently hold – Oil Search – and an area of the market that we think has run a bit hot.