Global Summit Podcast - What does it mean to be a true contrarian investor these days?

Loading player...
Rob Johnson talks to Steven Romick who presented at our annual Global Investments Summit about where he sees value at the moment and how his Contrarian Value Investment Philosophy has played out over the past decades. This year marks the 10th anniversary of FPA managing the Nedgroup Investments Global Flexible Fund, which was also recently awarded the Lipper award for Switzerland, UK and Europe.
For more on Nedgroup Investments visit: nedgroupinvestments.com
7 Jul 2023 English South Africa Investing · Business News

Other recent episodes

Retirement Reimagined: Staying the course

Trevor and Seugnet come together again to discuss why maintaining equity exposure is crucial for financial security before and after retirement. Learn how to stay focused on long-term growth despite market volatility and understand the importance of outpacing inflation to preserve your purchasing power. With expert commentary and compelling statistics,…
14 Jul 4 min

Retirement Reimagined: Drawing down, powering up - The case for equities in retirement

In episode 2 of this podcast series, hosts Trevor Garvin and Seugnet de Villiers tackle the multifaceted world of retirement planning and explore why maintaining equity exposure is vital even after retirement. Discover how growth assets can safeguard savings against inflation and extend their longevity, despite market volatility. With real-life…
14 Jul 4 min

Retirement Reimagined: Is playing it safe the riskiest move?

Join Trevor Garvin, Head of Multi-Management, and Seugnet de Villiers, Multi-Management Fund Manager, in this first episode of the Retirement Reimagined podcast series. In this episode, they explore a question that may seem counterintuitive: Is playing it safe actually the riskiest move when saving for retirement? Listen as they dissect…
14 Jul 5 min