Bucking the Trend: Contrarian Investing in Australia with Dr. Suhas Nayak
Description
What does it take to invest in the stocks that no one else wants? For Suhas Nayak, separating fact from opinion is key to finding value where the market sees none. Suhas Nayak is a portfolio manager at Allan Gray, an entirely contrarian fund manager that seeks to find diamonds in the rough in places other buyers aren't willing to go. Join host Damian Cilmi as he and Suhas discuss how Allan Gray's team of STEM qualified stock pickers stay focussed on long term objectives, the diversification benefits of defying the herd, and where opportunities exist in the Australian market today.
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