Contrarian Investing: Challenging Norms

This week’s special episode features Willian Green, bestselling author of Richer, Wiser, Happier and the host of the podcast with the same name, which has featured some of the greatest minds in investing. Educated at Eton, William has been a journalist for decades and has had the privilege of sitting down with some of the most influential investment personalities of the last 30 years. He takes us on a deeply personal journey, filled with wisdom and anecdotes from his conversations with legendary value investors. In this episode we’re joined by a special co-host, Harald Berlinicke. Harald is a partner at Sarnia Asset Management as well as the investment manager for a family office. He’s also a very active volunteer and consultant of the CFA Institute and a prolific LinkedIn influencer. Harald is a long-time fan of William Green, and when William accepted our invitation, we knew we had to bring him on board. As a manager selector and an investor with over 30 years of experience, Harald’s unique perspective adds an extra layer of depth to our conversation. In the first of our two episodes, we explore the challenges of writing a new book, William’s focus on Value contrarian investors, and the importance of independent thinking. We also delve into his most challenging interviews in the investment world and discuss why being directionally correct is often more important than being absolutely right. Enjoy!

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