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Executive Series: Antipodes Global Investment Company (ASX:APL) Deputy Portfolio Manager, Sunny Bangia at Antipodes Partners Limited.
In this short video we discuss:
• The challenges faced as a value investor including the turning of the interest rate cycle and their pragmatic value philosophy.
• APL’s positive outlook of China as well as the search for structural growth stocks and companies that are presenting attractive entry opportunities.
• The short selling aspect of their strategy and how its applied by looking for businesses that have multiple ways to lose, such as over-hyped disruptors and leveraged cyclical businesses.
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To view more Executive Series interviews, visit:https://www.commsec.com.au/market-news/executive-series