#63 – The Fool
David Gardner is the co-founder of The Motley Fool and an author. He has built an impressive track record by questioning conventional investment wisdom.
David Gardner is the co-founder of The Motley Fool and an author. He has built an impressive track record by questioning conventional investment wisdom.
Alex Roepers is a concentrated deep value investor who takes a behind the scenes activist approach. He has delivered 12.3% pa net for over 30 years.
Rich Pzena, founder of $80bn Pzena IM, explains his value investing philosophy and how he built a deep value franchise by buying good businesses when they are deeply out of favour.
James Aitken is known as an expert in the plumbing of the financial system. He takes us on a tour of the global macro themes which are most relevant today.
Jeremy Grantham is the co-founder of US value firm GMO and is known as an expert on market bubbles. Today he devotes himself mainly to philanthropy and giving away a billion dollars.
Michael Cembalest chairs the Market and Investment Strategy group at JP Morgan Asset and Wealth Management and effectively oversees $4tn AUM.
Rory Sutherland is the Vice Chairman of advertising giant Ogilvy UK, a behavioural scientist, bestselling author of Alchemy and one of the most original thinkers around.
Jonathan Tepper is the founder and CIO of Bahamas-based Prevatt Capital, a long only fund which holds 16 idiosyncratic stocks.
He has been called Britain’s answer to Buffett, and the Financial Times described him as "Britain's most popular stockpicker". Terry Smith is the fund manager the professionals love to hate.
James Anderson, former Senior Partner of Baillie Gifford and early backer of Elon Musk, now runs the Lingotto Innovation Strategy with Morgan Samet. I interviewed them in front of a live audience at Italian Tech Week.