In this week’s podcast Guy Foster, Head of Research, discusses the contrarian fraternity of the value investing school with Investec’s Head of Value, Alistair Mundy.  Alistair’s team run a range of mandates including Investec’s Cautious Managed range, the Investec UK Special Situations Fund and the Temple Bar Investment Trust. Alistair’s engaging client letters have been compiled into a book “You Say Tomayto…” which is an engaging read for investors and non-investors alike. The podcast discussion covers such out of favour areas as banks, mining stocks and supermarkets and the opportunities and threats posed by spin off and mergers.

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