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11 October 2022 Stock Stories, Sector Insights, Investment Styles, About Alliance Trust

Interviews with Jupiter's Ben Whitmore and GQG's Brian Kersmanc 

FILMED IN SEPTEMBER 2022

 

Ben Whitmore (Co-portfolio manager, Jupiter Asset Management) explains his contrarian approach to investing, ‘hunting in the unpopular areas that people don’t want’ to find undervalued stocks, and the careful balancing act to be found between business quality and price. 

Brian Kersmanc (Portfolio Manager, GQG Partners) spoke to us about his team’s non-traditional analysis, what an emphasis on compounding means for value versus growth, and the lessons learned from their Russian investments in light of the Ukraine war. 

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