#28 – The Continuous Learner

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Sebastian Lyon is a conservative investor who manages two highly successful multi asset funds. His motto is simple over complex and he is intent on protecting the downside. In this interview, we discuss his views on markets; how he built a significant asset management business from scratch; and how he has managed his fund to deliver only 3 down years in 20.

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#27 – The Handicapper

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Bill Smead has been in the investing business for over 40 years and has seen multiple cycles. He has an idiosyncratic investing philosophy which seeks to buy high quality stocks when they are out of favour. He has a concentrated portfolio of 26 stocks with 45-50% in the top 10 positions. Yet his holding period averages over 6 years.

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#26 – The Pragmatist

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Alec Cutler manages a highly successful global low risk fund and has forthright views on stocks and markets. In this interview, we discuss inflation and markets and what this means for stock selection. Alec also explains his views on what makes for a successful investment team.

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#22 -The Octogenarian

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Mario Gabelli is the founder of GAMCO, a billionaire, and still working in his 80s. His workload would be punishing for someone 30 years younger, but he is committed to an in-depth research process and likes to lead from the front.   

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