The Bull

Friday 16

November, 2018 8:47 PM



Executive Series: Antipodes Global Investment Company

Executive Series: Antipodes Global Investment Company

Executive Series: Antipodes Global Investment Company (ASX:APL).

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28.08.2018 12:07 PM

Executive Series: Antipodes Global Investment Company (ASX:APL) Deputy Portfolio Manager, Sunny Bangia at Antipodes Partners Limited.

In this short video we discuss:

• The challenges faced as a value investor including the turning of the interest rate cycle and their pragmatic value philosophy.

• APL’s positive outlook of China as well as the search for structural growth stocks and companies that are presenting attractive entry opportunities.

• The short selling aspect of their strategy and how its applied by looking for businesses that have multiple ways to lose, such as over-hyped disruptors and leveraged cyclical businesses.



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