Today on Swings and Roundabouts, David Langford, Managing Director and Chief Investment Analyst with Long Lake Research speaks with Jane Lowe about contrarian investing and the need for Australian companies to innovate or get left behind.
Key topics covered include:
An overview of Long Lake Research and its approach to investment
How the firm reviews companies – in Australia and abroad – to find the most agile businesses that can adapt to change
Ways to approach the application of excess capital in Australian businesses
The Australian Boards landscape and the importance of ensuring that directors have appropriate skill and experience-sets to steer companies through a constantly evolving world
Contact David Langford for more information on the topics discussed:
Phone: +61 2 9152 8752
About Swings and Roundabouts
Launched in 2016, Swings and Roundabouts is an internet channel which features short interviews with analysts, brokers, fund managers, entrepreneurs, philanthropists and general raconteurs.
Tune in regularly via Boardroom.Media
For more information or to suggest an interview topic, please contact:
Jane Lowe, IR Department, via: firstname.lastname@example.org or
Will Canty, Boardroom.Media, via: email@example.com
Listeners should note that the info discussed is general in nature and does not constitute financial advice. It does not take into consideration any specific needs, situations or objectives. Before making any financial decisions you should make sure you are comfortable that the strategy suits your needs and objectives, and your risk profile. If necessary, you should seek professional advice.