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Alastair Mundy, Investec’s contrarian investor, has pledged to retain his positions hedging against inflation despite those bets proving a significant drag on performance. Mr Mundy’s flagship ...
Alastair Mundy, who runs the £971m Investec UK Special Situations fund and the £1bn Temple Bar investment trust, has said he is more worried about the consequences of a sharp slowdown in the ...
Alastair Mundy, who runs the £1bn Investec Special Situations fund and the £1.04bn Temple Bar investment trust, is turning to UK domestic shares for value. Mr Mundy describes himself as a value ...
A lack of attractively valued companies in the UK market has led Alastair Mundy to build his cash position in Investec Cautious Managed to 28 per cent – the highest level it has been under the ...
One is Alastair Mundy of Investec UK Special Situations, who in the past year has outperformed all his rivals, including the mighty Fidelity Special Situations, now run by Sanjeev Shah.
Alastair Mundy, manager of Investec UK Special SituationsFund, reckons tough times lie in store for midcaps. ** Midcaps may have squeezed profits to max, Mundy says,while larger cos still have ...
Investec is to target money from closing zero-dividend preference trusts with the launch of its capital accumulator trust to be run by Alastair Mundy. The trust is a closed-ended version of Mundy ...
Investec's Alastair Mundy - the well known contrarian investor - has won an army of fans thanks to his specialist approach to investing. Here he reveals ten mistakes many investors make when picking ...
•Japanese equities are now coming up in reasonable numbers on our ‘out-of-favour' screen for our global portfolios •Based on our analysis, we believe Japanese equities are cheap both relative to their ...
Although the newsflow on Investec has been dominated by Hanbury, in reality the success of its retail business rests on the shoulders of Citywire A-rated Alastair Mundy. Not only does he manage ...
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