Sydney-based fund manager Michael Frazis says he's a value investor, but not in the conventional sense. The margin of safety, 50¢ in the dollar, Warren Buffett-way of value investing isn't his style.
For the 31-year-old son of Bank of Queensland managing director George Frazis, value often isn't found in a company's financial statements.
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Tom Richardson writes and comments on markets including equities, debt, crypto, software, banking, payments, and regulation. He worked in asset management at Bank of New York Mellon and is a member of the CFA Society of the UK as a holder of the Investment Management Certificate. Connect with Tom on Twitter. Email Tom at tom.richardson@afr.com
