4.6 • 3.6K Ratings
🗓️ 10 March 2023
⏱️ 64 minutes
🧾️ Download transcript
Trey chats with Dr. Graeme Forster. Together they discuss the success of legendary investors such as Jim Simons & Orbis' founder Allan Gray, Graeme's shift from mathematics to value investing, and much more!
Graeme is the Managing Director of Orbis, which currently manages around $30B.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:30 - Graeme’s journey from mathematics to value investing, & exploring legendary investors like Jim Simons.
26:14 - How Orbis’ founder and billionaire Allan Gray’s investing flexibility led to his success.
36:35 - How Graeme balances the macro with a bottoms up approach.
52:11 - A thesis which Graeme calls the Great Misallocation.
58:40 - How good & cheap companies outperform especially during bear markets.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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0:00.0 | You're listening to TI-P. |
0:03.3 | We have a very special guest today and that is Dr. Graham Forster. |
0:07.4 | Graham is the managing director of Orbus, which currently manages around $30 billion. |
0:12.8 | Graham attained a master's in mathematics from Oxford and a PhD in mathematical epidemiology |
0:17.9 | and economics from Cambridge. |
0:19.9 | In this episode you will learn, Graham's journey from mathematics to value investing, exploring |
0:24.3 | legendary quant investors like Jim Simons along the way, how Orbus' founder billionaire |
0:28.9 | Alan Gray's investing flexibility led to his success, how Graham balances the macro |
0:33.6 | with a bottoms-up approach, a thesis which Graham calls with the great misallocation, how |
0:38.5 | good and cheap companies can outperform especially during bear markets and a whole lot more. |
0:43.0 | Orbus is a global investment management firm but they're not big self-promotors, so |
0:47.0 | you won't find many interviews with someone like Graham. |
0:49.6 | We're lucky to have him and it was a delightful discussion, so without further delay, here's |
0:53.6 | my conversation with Dr. Graham Forster. |
1:00.4 | You are listening to the Investors Podcast, where we study the financial markets and read |
1:05.4 | the books that influence self-made billionaires the most. |
1:08.6 | We keep you informed and prepared for the unexpected. |
1:20.5 | Welcome to the Investors Podcast, I'm your host, Trey Lockerby, and like I said at the |
1:23.8 | top, I am here with Graham Forster from Orbus Graham. |
1:27.1 | As far as I can tell, you don't do many of these, so I am very excited to have you and |
1:30.8 | getting the word out about you and Orbus and what you guys are doing because it's really |
1:34.3 | interesting. |
... |
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