Mark Holowesko

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.

Mark Holowesko, Founding Partner and CEO of Holowesko Partners, shares insights on value investing amidst global economic shifts. He highlights concerns over government debt's impact on inflation and interest rates. The conversation delves into the recent resurgence of value investing and promising opportunities, especially in the UK and Japan. Holowesko also discusses the role of gold in investment portfolios and navigates the complexities of investing in China, emphasizing a nuanced approach to risk assessment in today's market landscape.