In this video interview, he reflects on lessons learnt as a lifelong contrarian investor, including a “challenging, scary and exciting” period over the past ten years running the fund.
Cutler gives an insight into potential risks for investors and the fund’s current positioning, which he describes as “fairly hunkered down in this period of uncertainty”, including a significant weighting in gold.
He also discusses opportunities for the portfolio such as exposure to the critical energy infrastructure theme and why the team “has had a ball” investing in UK equities but is concerned abo…
Orbis’ Cutler on contrarian opportunities, fighting undervalued UK takeovers and gold
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