The High Stakes of Feast and Famine Investing
What does it take to invest in the stocks that no one else wants? For Suhas Nayak, Portfolio Manager at Allan Gray, it's about more than just separating fact from opinion; it's about having the courage to endure the embarrassment that can come with being wrong when the market is right. Suhas Nayak is a portfolio manager at Allan Gray, an entirely contrarian fund manager that seeks to find diamonds in the rough, in places other buyers aren't willing to go. Join host Damian Cilmi as he and Suhas delve into the high-stakes world of contrarian investing.
In this podcast episode, Damian and Suhas explore the gritty realities of contrarian investing. They discuss how Allan Gray's team of STEM qualified stock pickers stays focused on long-term objectives and the diversification benefits of defying the herd. You'll also gain insights into where opportunities exist in the Australian market today. Join us for a candid conversation that delves into the triumphs and tribulations of those who dare to defy the status quo in the quest for investment excellence.