Long-standing Investec Asset Management manager Alastair Mundy talks to Jayna Rana about feeling lonely as a value investor, the reasons he is sticking with RBS and why meeting trust shareholders is 'good for the soul'.
Alastair Mundy joined Investec Asset Management in 2000 and has been sole manager of the £1.9bn Cautious Managed and £840m UK Special Situations funds since 2002 as well as the £842m Temple Bar investment trust, one of the oldest members of the Association of Investment Companies (AIC) having launched in 1926. Mundy's Moments: Moats and peaks He describes closed-ended, UK-focused Temple Bar as a half-sister to the open-ended UK Special Situations fund, while the Cautious Managed vehicle invests in a range of global asset classes including equities and bonds, meaning Mundy is used to ...
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