PODCAST - EPISODE 6

Consistency in our investment approach: past, present and future

Simon and Anthony discuss the changing investment environment over the last 25 years and how our Investment Philosophy has been applied throughout.

[00:35]

Introduction

[01:33]

Anthony reflects on what drew him to Findlay Park

[05:55]

The Investment Philosophy as the cornerstone to our investment approach

[07:48]

‘A game of two halves’

[12:35]

What we look for in company management

[17:30]

The American landscape – reshoring and reindustrialisation

[22:24]

Closing remarks

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