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Contrarian conviction - Transcript of the interview of Mr. Craig Bodenstab by Sadayuki Horie -

Oct. 2014

by Sadayuki Horie

Investment managers usually use comparisons with benchmarks to assess their performance. But for at least one manager, benchmarks are only one part of the evaluation method. That firm is Orbis Investments, which invests according to a fundamental, long-term, and contrarian philosophy. We discussed this approach with Mr. Craig Bodenstab, who is in charge of Orbis’ team of investment counsellors.

*Organization names and job titles are current as of the publishing dates

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