In the ten years of running Investec's Cautious Managed fund, Alastair Mundy has built a reputation of being one of the UK's top contrarian investors.
Never one to be afraid to swim against the tide, Mundy's contrarian approach has delivered almost double the return over the IMA Cautious Managed sector over the past decade. Here the manager explains...
What made financial headlines over the weekend?
Q2 net sales dropped almost 50%
‘Important to have an anchor’
Lack of innovation for solutions