Brewin Dolphin – 'Views of a Value Investor – Investec’s Mundy'

In this podcast, Ben Gutteridge, Head of Fund Research at Brewin Dolphin, speaks to Alistair Mundy, Investec’s leading protagonist of Value investing. The conversation begins with a brief review of Alistair’s specific approach to Value investing, before scrutinising the extent to which the approach is looking (more or less) appealing. The majority of the debate, however, is dedicated to analysing the parts of the market this style of investing is leading Alistair to; such areas include Banks, Retail, Energy and Pharma.