Capital Ideas Podcast
Long-term investing: The value of thinking differently
Apr 3, 2025
Matt Hochstetler, a seasoned portfolio manager for Capital Group, shares his contrarian investment philosophy and emphasizes the value of diverse perspectives. He discusses the importance of navigating market challenges, particularly high U.S. valuations. Matt reflects on his upbringing in Lawrence, Kansas, and how personal experiences shaped his investment approach. He highlights global opportunities and advocates for long-term thinking, emphasizing the need for resilient investments and the potential of the working class.
33:09
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Quick takeaways
- Contrarian investing encourages a diverse perspective to uncover undervalued assets and build a resilient portfolio amid market volatility.
- Investing in companies that serve the working class can reveal solid growth opportunities, particularly in emerging markets and established dividend-paying firms.
Deep dives
The Value of Contrarian Investing
Contrarian investing emphasizes the significance of thought diversity in achieving a balanced investment portfolio. In the investment landscape, having multiple perspectives allows for a more comprehensive analysis of opportunities and risks. Portfolio managers, like those at Capital Group, utilize this approach by independently investing based on their strongest convictions, free from a singular macroeconomic view. Such a strategy can lead to discovering undervalued assets and fostering a well-rounded portfolio that is resilient to market fluctuations.
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