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.




Related Insights

Read, watch & listen to some of the latest thought leadership from our Community.

Apologies, there are no search results for this term

1 2 3 4 5 6 7 8 9 10
Displaying 1 to 3 of 0




Workday Experian Legal & General Investment Management Lightsource bp Amazon UK Veolia Water Technologies Eton Bridge Partners Accenture London Stock Exchange E.ON UK Concentrix Robert Walters Drax Group plc Royal London Group Eightfold AI Mayborn Group GlaxoSmithKline plc Salesforce Tullow Oil plc Redwood Bank AlixPartners Google LDC NATS