Jacob serves as the CIO of Antipodes, where he leads the Global strategies as the Lead PM and co-manages the Emerging Markets strategy. His leadership at Antipodes began in 2015, leveraging his two decades of investment management experience to grow the firm to a global asset manager with around A$10 billion in AUM. Antipodes is renowned for its pragmatic value investment approach, operating out of Sydney with teams in London and Toronto, focusing on mispriced opportunities that offer both resilience and growth. Jacob pitches an automaker stock at the London Value Investor Conference.
Investment Philosophy
- Pragmatic Value: Antipodes Partners focus on a pragmatic value approach. This is linked to business resilience, starting valuation and managing portfolio risk. These three elements...
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