Episode description
Episode description
Today’s guest is Sorin Roibu, co-portfolio manager of the Brandywine Global Opportunistic Equity Fund.
Sorin has more than 20 years experience in the finance industry and in today's episode we unpack the investment philosophy he has developed over his journey and how he brings that philosophy to life in his fund.
In a wide ranging conversation, we unpack:
- Why value investing is one of the most overused terms in investing circles
- How Brandywine Global looks for multiple ways to win in an investment
- Why Sorin is underweight the Magnificent 7 mega-cap tech stocks
- China's unfolding economic story and why Sorin believes Chinese tech may outperform US tech from here
- What is going on at Boeing and the airline industry more generally
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Thank you to Brandywine Global for sponsoring this episode and helping us keep all of our content free.
You can find out more about Brandywine Global and Sorin's Brandywine Global Opportunistic Equity Fund on the Franklin Templeton website.
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