Why This Billionaire Investor Thinks Value Investing is Back ft. Mark Holowesko

46 snips

Mar 27, 2025

Mark Holowesko, Partner and CEO of Holowesko Partners, shares insights from his distinguished career, including his time with Sir John Templeton. He discusses the revival of value investing, stressing contrarian strategies amid shifting market dynamics. The conversation dives into navigating the complex Japanese stock market and the impact of rising interest rates on investments in sectors like robotics and renewable energy. They also explore the nuances of short selling and the importance of intrinsic value in today’s tech-focused landscape.

Ask episode

AI Snips

Chapters

Transcript

Episode notes

ANECDOTE

Holowesko's Career Start

Mark Holowesko initially got rejected by Sir John Templeton but later got hired after passing the CFA exam level 1.
Working in a small office, they ran a globally famous equity shop and Holowesko became head of global equity.

INSIGHT

Templeton's Investing Style

Sir John Templeton was a contrarian value investor and a great market timer who took advantage of market problems.
He focused on calculations over emotions and saw opportunity in adversity, as shown during the 1987 market crash.

ANECDOTE

Holowesko's First Raise

Sir John Templeton paid Mark Holowesko by the hour and expected a certain number of hours per year regardless of academic credentials.
Holowesko received a $1.50/hour raise after his first few months due to his hard work and diligence.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

🔥 *Get my FREE PDF report to Unf*ck Your Future:* https://rvtv.io/3YOZZUe. Raoul Pal welcomes Mark Holowesko, partner and CEO of Holowesko Partners, to share his journey from working with Sir John Templeton to founding his own value-focused investment firm. Raoul and Mark also dig into global macro trends, market risks, and where Mark sees the best investment opportunities today. Recorded on March 20, 2025.

📣 *This episode is brought to you by Bitwise Asset Management*. Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the necessary access. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and over 100 people in the US and Europe to help manage everything from ETFs to private alpha strategies to SMAs for large investors.

👉 *Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them*. Carefully consider the extreme risks associated with crypto before investing

📣 *This episode is sponsored by SuperAI*. Join over 7,000 attendees and 1,000 companies on 18-19 June at SuperAI Singapore. East will meet West as we bring together the global AI ecosystem for Asia's Largest AI Event. Industry leaders will converge for 2 unparalleled days, stepping into the future to explore the exponential AI age. Expect an immersive experience that will unveil the latest developments from the frontiers of LLMs, the intersection of AI and crypto, robotics, drones, SpaceTech, the societal and economic impact of generative AI, and much more.

👉 *Grab your tickets at https://superai.com with promo code REALVISION for an exclusive 20% off—only while tickets last*.

📣 This episode comes to you thanks to Arch Public. It’s a hedge fund in your pocket. Built for retail traders, designed to outperform Wall Street. Arch Public is doing a HUGE giveaway to end the month of March. We want to see you at The Bitcoin Conference in Vegas May 27-29. We are giving away TWO Industry Passes and an invitation to Arch Public’s Invitation-Only Dinner in Vegas. Here’s how you make yourself eligible for our giveaway:

👉 1) *Download our FREE Bitcoin Algorithm right now at https://realvision.com/arch & 2) Follow @tryarchpublic on X. Over the next week we will choose a winner and announce the Bitcoin Conference package in full! See you in Vegas!*

📣 Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for.

👉 Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.

Music license ID: 359958

Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries.

Connect with me:

Twitter (X): https://twitter.com/RaoulGMI

Instagram: https://www.instagram.com/raoulgmi/

LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/

My other work:

Real Vision: https://rvtv.io/3LHYIaH

Global Macro Investor: https://globalmacroinvestor.com

The Exponentialist: https://realvision.com/thefuture

Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Learn more about your ad choices. Visit podcastchoices.com/adchoices