News and Announcements
Allan Gray Australia’s Chief Investment Officer’s appearance on Livewire
- Published July 06, 2018 12:00AM UTC
- Publisher Wholesale Investor
- Categories Company Updates
Being a contrarian investor is never easy, you have to be prepared to go against the crowd which often feels difficult. Simon Mawhinney, Allan Gray Australia’s Chief Investment Officer and Managing Director, recently appeared on Livewire to talk about Allan Gray’s contrarian investment philosophy, as well as previous and current portfolio positioning. You can watch a recording to learn about the ‘feast and famine’ nature of contrarian investing, why a long-term approach is essential to success, and the contrarian case for Telstra.
About Allan Gray
Our long-term, contrarian investment philosophy can be accessed via any of Allan Gray Australia’s three funds – the Equity Fund, the Balanced Fund and the Stable Fund. Whether you are seeking higher long-term returns from Australian equities, growth with lower volatility through a balanced portfolio, or returns that are better than cash we make investing simple.
Company Updates
Forget Startups: Why Magnetic Alliance is Betting on “Boring” Mid-Market Turnarounds
While Australia’s venture capital scene spent years chasing unprofitable tech startups and speculative high-growth plays, Mark Lim was quietly taking a radically different path. The Managing Partner of Magnetic Alliance Capital sees the nation’s richest investment opportunities hiding in plain sight: inside thousands of unglamorous, profitable, but operationally sluggish mid-market businesses. Speaking on Wholesale Investor’s […]
The asset class where the market has no vote
Litigation funding returns are decided in a courtroom, not a cycle. Knightsbridge’s Head of Capital is careful to call that a different risk rather than a lower one, and his answer to it is spread, not concentration. Most alternative assets still answer to something. Property answers to rates. Private credit answers to defaults. Even the […]
The listing fee vendors pay whether the house sells or not
Australia’s property portals collect more than $2 billion a year while national listings sit flat. An Australian-built AI platform is targeting the economics, not just the interface. An Australian vendor listing a home pays a vendor-paid advertising fee on top of agency commission. Rama Dwarapudi, Founder and Chief Executive Officer of RealSearch, puts a typical […]
Backed By Leading Investment Groups and Family Offices
