Latest / Equity Mates Investing Podcast
Expert: Sorin Roibu - Alibaba and Baidu to beat Amazon and Google!?
Today’s guest is Sorin Roibu, co-portfolio manager of the Brandywine Global Opportunistic Equity Fund.
Sorin has more than 20 years experience in the finance industry and in today's episode we unpack the investment philosophy he has developed over his journey and how he brings that philosophy to life in his fund.
In a wide ranging conversation, we unpack:
Why value investing is one of the most overused terms in investing circles
How Brandywine Global looks for multiple ways to win in an investment
Why Sorin is underweight the Magnificent 7 mega-cap tech stocks
China's unfolding economic story…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.