TIP532: Insights From A Reclusive Investment Firm w/ Graeme Forster

  • Thread starter We Study Billionaires - The Investor’s Podcast
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We Study Billionaires - The Investor’s Podcast

Guest
Trey chats with Dr. Graeme Forster. Together they discuss the success of legendary investors such as Jim Simons & Orbis' founder Allan Gray, Graeme's shift from mathematics to value investing, and much more!

Graeme is the Director and Portfolio Manager of Orbis, which currently manages around $30B.



IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:30 - Graeme’s journey from mathematics to value investing, & exploring legendary investors like Jim Simons.

26:14 - How Orbis’ founder and billionaire Allan Gray’s investing flexibility led to his success.

36:35 - How Graeme balances the macro with a bottoms up approach.

52:11 - A thesis which Graeme calls the Great Misallocation.

58:40 - How good & cheap companies outperform especially during bear markets.



Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.



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