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What's It Like to Work Under Alan Gray?
Alan Green started out his career in the US, fidelity. He then moved to South Africa and built up Orbis over 50 years. The two things that make a successful investor are longevity and flexibility. It's much better to have a very open mind than it is to be rigid about what you're looking for.
Trey chats with Dr. Graeme Forster. Together they discuss the success of legendary investors such as Jim Simons & Orbis' founder Allan Gray, Graeme's shift from mathematics to value investing, and much more!
Graeme is the Director and Portfolio Manager of Orbis, which currently manages around $30B.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:30 - Graeme’s journey from mathematics to value investing, & exploring legendary investors like Jim Simons.
26:14 - How Orbis’ founder and billionaire Allan Gray’s investing flexibility led to his success.
36:35 - How Graeme balances the macro with a bottoms up approach.
52:11 - A thesis which Graeme calls the Great Misallocation.
58:40 - How good & cheap companies outperform especially during bear markets.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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