Merryn Talks Money
The Secret to a Contrarian Investor's Success
Jul 19, 2024
Alec Cutler, a portfolio manager at Orbis Investments, reveals the secrets behind his fund's impressive decade-long performance and shares his contrarian investment strategies. Joining him is John Stepek, a Bloomberg senior reporter, who discusses the financial implications of potential political changes in the U.S., especially under a Trump presidency. They explore market dynamics, the rising interest in UK small-cap stocks, the contrasting roles of gold and Bitcoin as investments, and the challenges of green energy initiatives in the UK.
51:49
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Quick takeaways
- Alec Cutler highlights the importance of political stability in shaping market performance, particularly regarding UK equities and international investments.
- The podcast discusses a strategic shift towards value investing and small-cap stocks due to the downturn in large tech companies.
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