Financial Secrets Revealed

The Art of Balance: Managing Risk and Reward Through Market Cycles

December 18, 2025·37 min
Episode Description from the Publisher

Welcome back to the Financial Secrets Revealed podcast! In this special collaborative episode with Allan Gray Funds, Amanda speaks with Simon Mawhinney, the Managing Director and Chief Investment Officer (CIO) of Allan Gray Australia. Simon, who is responsible for overseeing the firm's investment strategy and fund performance, provides a deep dive into Allan Gray's unwavering contrarian investment philosophy, revealing how this bottom-up approach shields investors from permanent loss of capit...

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