2005, Portfolio Management and Risk Management

Transcript: Graeme Forster, Orbis Investments

The Big Picture

OCTOBER 17, 2023

And the third, the one that nobody talks about is risk management. Risk management. And so that’s not just, we talk about risk management in terms of buying at a big discount to intrinsic value and then that gives you that capital sort of buffer. That’s a long time. It’s a long time.

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Investing Investments Clients Numbers

Transcript: Antti Ilmanen

The Big Picture

JULY 19, 2022

So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. You began as a central bank portfolio manager in Finland. So, that relationship actually already started when I was a portfolio manager, right? ILMANEN: Yes.

Investing

Investing Investments Valuation Portfolio

Financial Advisor Source

Transcript: Graeme Forster, Orbis Investments

Transcript: Antti Ilmanen

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