
Alec Cutler
Portfolio manager at Orbis Investments, known for strong fund performance and contrarian investment strategies. Shares insights on market trends and investment opportunities.
Best podcasts with Alec Cutler
Ranked by the Snipd community

10 snips
Jul 19, 2024 • 52min
The Secret to a Contrarian Investor's Success
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.

Sep 21, 2023 • 1h 19min
#26 The Pragmatist
Alec Cutler, a successful investor, discusses inflation, markets, and stock selection. He also shares his investing principles learned from his grandmother. The podcast covers topics like losing capital, living away from financial centers, impact of greenflation, timing in investing, Mifford II's negative impact, diversity in investing, moving to Bermuda, and qualities of a successful contrarian portfolio manager.