Enduring Value: Lessons from the Allan Gray and Orbis Partnership

In this final episode of our collaboration with Allan Gray Funds, Amanda sits down with LJ Collyer to reflect on a deep dive into investment philosophy and market resilience. As market cycles come and go, LJ explains why the core of successful investing isn't just about numbers—it's about mastering human behavior. From the pitfalls of chasing AI fads to the benefits of a global research "sounding board," this episode provides a professional roadmap for staying the course in an unpredictable f...