Consistency in our investment approach: past, present and future

13/07/2023 24 min Episodio 6
Consistency in our investment approach: past, present and future

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