Views of a value investor – Investec’s Mundy

Podcast
Views & insights

In the latest Brewin Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Alistair Mundy, Investec’s leading protagonist of Value investing. The conversation begins with a brief review of Alistair’s specific approach to Value investing, before scrutinising the extent to which the approach is looking (more or less) appealing. The majority of the debate, however, is dedicated to analysing the parts of the market this style of investing is leading Alistair to; such areas include Banks, Retail, Energy and Pharma.

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16 April 2019 | 24 minute listen

In the latest Brewin Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Alistair Mundy, Investec’s leading protagonist of Value investing. The conversation begins with a brief review of Alistair’s specific approach to Value investing, before scrutinising the extent to which the approach is looking (more or less) appealing. The majority of the debate, however, is dedicated to analysing the parts of the market this style of investing is leading Alistair to; such areas include Banks, Retail, Energy and Pharma.

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The value of investments and any income from them can fall and you may get back less than you invested.