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As head of contrarian investing at Investec, Alastair Mundy was among a band of fund managers who had already made his reputation by going against the crowd in a stockpicking career of 20-odd years.
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 £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 ...
Alastair Mundy, manager of Investec UK Special Situations Fund, reckons tough times lie in store for midcaps. ** Midcaps may have squeezed profits to max, Mundy says, while larger cos still have room ...
One of the funds that can claim to be taking the label seriously is the Investec Cautious Managed Fund, run by Alastair Mundy. Yes, it's chalked up some of the best long-term positive returns in the ...
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 ...
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 ...
Alastair Mundy, portfolio manager of the Investec UK Special Situations fund, warns against complacency in expecting flagging companies to bounce back immediately. One of the lessons we can take from ...
•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 ...
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 ...
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