We were pleased to welcome Investment Guru “Giant” Alastair Mundy to our office yesterday for an informal lunch.
Alastair is head of the Value team at Investec Asset Management having joined in 2000 from Morley Fund Management. Alastair manages a number of funds including the Investec Cautious Managed Fund and the Investec UK Special Situations Fund. He also manages the Temple Bar Investment Trust.
Utilising the team’s global expertise and established track record, Alastair assumed co-portfolio management of the Investec American Fund in August 2012. Alastair graduated from City University in 1988 with a Bachelor of Science degree in Actuarial Science.
Alastair is lead fund manager on the following three funds:
Investec UK Special Situations – Fund size: 1.4 billion
Investec Cautious Managed – Fund size: 2.5 billion
Temple Bar Investment Trust – Fund size: 946 million
He is also co-manager on the following three funds:
Investec Global Special Situations – Fund size: 26.8 million
Investec UK Total Return – Fund size: 63.1 million
Investec Global Value Equity – Fund size: 64.2 million
It was good to hear his views and opinions on current markets and his outlook on the future.