Uncommon Value - Hidden Opportunities in Frothy Markets

Presented by

Graham Hay

About this talk

Graham Hay, Deputy Portfolio Manager, will be hosting a webinar to discuss where Antipodes Partners sees opportunities within global markets. Discussion points: - Global valuation extremes ripe for stock selection - Telecoms - the forgotten infrastructure - Technology exposures long and short

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Antipodes Partners is a pragmatic value manager of global and Asian equities (long only and long-short). We aspire to grow client wealth ahead of the broad market over the investment cycle without subjecting capital to undue levels of risk. We take advantage of the market’s tendency for irrational extrapolation around changes in the operating environment, identify great businesses that are not valued as such and build high conviction portfolios.