Listen "Consistency in our investment approach: past, present and future"
Episode Synopsis
Simon and Anthony discuss the changing investment environment over the last 25 years and how our Investment Philosophy has been applied throughout.[00:35]Introduction[01:33]Anthony reflects on what drew him to Findlay Park[05:55]The Investment Philosophy as the cornerstone to our investment approach[07:48]‘A game of two halves’[12:35]What we look for in company management[17:30]The American landscape – reshoring and reindustrialisation[22:24]Closing remarks
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