Contrarians can be a lot like teenagers: they think they’re all different but end up looking the same.
At Allan Gray, being contrarian extends beyond our investment philosophy. It’s a way of life and permeates through everything we do, even in the people we hire.
In this Rules of Investing podcast by Livewire, Analyst Tim Hillier discusses how he came to work at Allan Gray and what makes us different from other investors. He looks at how financial statements can tell us a story and our rationale for holding two contrarian shares in our Funds. He also explains several key metrics we use when analysing stocks, as well as the dynamics of a changing Australian media landscape.
Click here to listen to the podcast.
Tim Hillier is an Analyst at Allan Gray. Tim holds a Bachelor of Business Science and a Post Graduate Diploma in Accounting (University of Cape Town) and is a Chartered Financial Analyst and Chartered Accountant.