10 June Luncheon
Guest Speaker: Simon Mawhinney
Topic: CHALLENGING CONSENSUS
Life is often more unpredictable than we expect. Fires, pandemics, wars and floods haven’t been ‘base-case’ scenarios for any of the supposedly successful macro forecasters, yet these events have shaped, and continue to shape, everyday lives and greatly affect our investment universe. At Allan Gray, we never try to guess external sentiments, the next share price movement or trends. Instead, we scrutinise opportunities that aren’t necessarily obvious, and which indeed may be out of favour. Simon will explain why we take this approach, and why we think it is a reliable and sustainable strategy for the long term.
Simon joined Allan Gray in 2006 as an analyst. Before this, he was at Alliance Bernstein, Macquarie and Deloitte and Touche. Simon has a Bachelor of Business Science with First Class Honours (majoring in Finance and Business Strategy) and a Postgraduate Diploma in Accounting from the University of Cape Town. Simon was a Chartered Accountant and is a CFA Charterholder.
The Kelvin Club
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