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Transcript: Graeme Forster, Orbis Investments

Barry Ritholtz

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. So I, I did a math degree at Oxford, which is more pure math.

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Transcript: Cliff Asness

Barry Ritholtz

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, this will be my shortest introduction ever, Clifford Asness and I just go over the entire universe of quant factor and value investing. So given AQR has been around for 25 years, how has your investing philosophy evolved over that period, assuming it’s changed at all?