Expert: Sorin Roibu - Alibaba and Baidu to beat Amazon and Google!?

Equity Mates Investing Podcast

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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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

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