Why this contrarian fundie goes where the market fears to tread

to activist investor Engine No. 1 , and the broader accountability issues facing the industry on the emissions front.

“So, I went for something called ‘the milk round’ at Cambridge, which is where all the big companies come to try to recruit undergraduates and three banks offered me a job in MA summer internship in equities at UBS was supposed to be an inconsequential diversion on her path to becoming a barrister.

She credits one of her mentors, Reza Amiri, for instructing her in the basics, and putting her in good standing as a portfolio manager in her own right., and blah blah blah, what happens through the PToday, Farstad goes against the crowd for a living.‘In the eye of the storm’ “We need despondency and we need fear, and COVID was interesting because it was a crisis of epic proportions, but very focused on certain parts of the market,” meaning consumer-facing stocks and travel and leisure.Booking.com, another market darling, was one of Farstad’s pandemic longs.

With a probabilistic approach, she only needed to conclude that “these companies will be fine, whether the recovery is next year, the year after or the year after that”.

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