Richard Whiteoak - The Investment Series

"We find the greatest opportunity where others have lost hope."

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Australian Equities

Richard Whiteoak

Richard Whiteoak joined Allan Gray as an analyst in 2011. Before this, he was the chief executive of a privately owned healthcare products company and began his career in the United Kingdom as a medical doctor in 2000. Richard has a Bachelor of Medicine and Bachelor of Surgery from the University of Wales and holds an MBA from the University of Oxford.

Allan Gray

Allan Gray is a contrarian, fundamental manager which invests for the long term. This sees the group purchase shares which are widely disliked by the market, yet which it feels offer good investment potential. Allan Gray typically adopts a five to 10 year horizon when it decides to invest in a share and focuses all its efforts on understanding the intrinsic value of a company, rather than trying to forecast the next share price move. It also examines the underlying business fundamentals such as competitive position, return on capital and sensible management rather than macro-economic variables.

Lessons from this expert

Lesson types: Think like an investor

3 tips for a successful investment journey

Richard Whiteoak - 04/05/2016

To protect yourself against inflation, you need to invest in Australian shares to grow your capital. Cash and term deposits aren't enough to grow your wealth over the long term.

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Lesson types: Understanding investment philosophy

Understanding contrarian investing in Australian equities

Richard Whiteoak - 20/05/2016

Fund Manager Richard Whiteoak pitches the contrarian investment philosophy of Allan Gray to the Guardians. Richard explains how the company pairs its contrarian approach with a business owner mindset and a long term outlook.

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Lesson types: Understanding investment philosophy

How the Allan Gray team approach investing

Richard Whiteoak - 07/06/2016

The investment team seeks out a ‘margin of safety’ between the long-term intrinsic value of a company and today’s market price of those shares when deciding which stocks to invest in.

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