Video interview with Cundill Value Fund manager Andrew Massie
November 20, 2012 by Dave
Filed under Investing, Mackenzie Investments, Mutual Funds
When lead manager Andrew Massie was in Ottawa in the fall of 2012 I had the opportunity for a brief interview. I asked him:
1. As an investor in the fund, why should I feel safe with my money in the fund? What does “safety” in a long term investment mean to you?
2.To what degree does your team engage in “sleuth” investing: the gathering of unique information about a business that is not easily available to other investors?
3. Can you discuss the challenge of investing rationally in a market that often seems to behave irrationally?
Just click on the picture to start the video.