Asheef Lalani

Asheef Lalani, a CFA charterholder and Chief Investment Officer at Berczy Park Capital, shares his expertise on international value investing. He dives into the dynamics of gold stocks, discussing flows and margins while emphasizing idiosyncratic risks in mining. Asheef makes a compelling case for Fairfax, breaking down its robust $75B portfolio and how its shareholder-friendly buybacks position it for success. He also addresses the challenges traditional value investing faces against the backdrop of rising quants and explores adaptations needed in a shifting market paradigm.