Investment Podcast #42 - Driving Bottom-Up Performance

About this episode

When markets become captivated by the next big theme, some of the best opportunities can emerge in the places investors have stopped looking. In this episode, host Ben Nash is joined by Allan Gray senior investment specialist Chris Hestelow to explore how a contrarian, bottom-up approach is finding value beneath the market headlines. From AI and semiconductor beneficiaries to healthcare, property, energy and overlooked industrial businesses, Chris explains why a great story doesn’t always make a great investment—and why price still matters. The pair also unpack recent reporting-season volatility, rising index concentration and the case for looking beyond today’s market leaders to build…