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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