S2, Ep.1: Same information. Different conclusions

What is the market overlooking? Ben Preston joins Fiona Jeffery to explore lessons from past technology cycles, opportunities beyond the obvious winners and why company fundamentals and valuations are central to his investment approach.

AI, the energy ecosystem and market expectations: Alec Cutler unpacks investment opportunities he believes the market may be underappreciating.

In episode three of The Contrarian View, Orbis’ Nicola Dormehl and Rob Perrone discuss what contrarian investing truly demands: humility, discipline and the willingness to adapt when the facts change.

From cinemas nobody wanted, to ‘uninvestable’ China, and Icelandic bonds scarred by the Global Financial Crisis, Orbis’ Rob Perrone and Mark Dunley-Owen highlight why taking the road less travelled can lead to compelling contrarian opportunities.

Ever wondered what it takes to go against the grain? The Contrarian View podcast uncovers how the professionals put outside-the-box thinking to work.