Investment Uncut: Alison Savas - From Alphabet to AI: how do you actually pick what to invest in?
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If you’re trying to outperform the market, how do you actually decide where to invest? And what about areas like AI where the future is highly uncertain? And there’s risks too – how do you ensure you’re paying a fair price given the risks you’re exposed to?
To answer these questions, we step into the mind of an equity manager. We’re talking to Alison Savas, Investment Director at Antipodes, to understand the steps they go through when deciding whether to buy, hold or sell a stock like Alphabet.
For our Views from the Boardroom section, Jacob Shah and Peter Abrahams give a preview on a long-running debate they’ve been having: should investors go underweight to the US? Tune in and decide where you stand.
What’s one thing you would like listeners to take away?
- Firstly, AI is revolutionary, but we know that with any step change in technology, that value shifts. So, we think we’re at that point where value is shifting from the AI enablers to the AI adopters, and that means there’s going to be more winners.
- Secondly, there is this pre-conceived notion on what a value portfolio should look like. But I don’t think it should just be low multiple stocks and playing for that mean reversion trade. Disruption is very real, and I think investors should want their value managers to be thinking about change and looking for attractively priced quality and growth opportunities as well.
Any recommendations?
- Antipodes own podcast Good Value of course!
- Money Talks by The Economist
Each LCP Investment Uncut podcast is for information and marketing purposes only and does not constitute any form of investment or financial advice or a financial promotion (under the Financial Services and Markets Act 2000). All views expressed by the podcast hosts and guests are purely their own opinions and do not represent those of LCP, its clients or affiliates. LCP does not provide any warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. Past performance is not indicative of future returns. Our podcast listeners should always seek independent financial or legal advice before making any financial or investment decisions. Please refer to the Legal Notices section on the LCP website for further information.
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