Articles by Simon Raubenheimer

Pressing Play on Sony

Buried within Sony Group is a film and television library of real pedigree.

Managed Fund

31 July 2026

· Chris Watson, Simon Raubenheimer

· 8 MIN READ

Finding Opportunities Beyond the AI Euphoria: The Case for Diageo

Readers may have noticed a shift in the Contrarius Global Equity Fund’s Top 10 holdings compared to a few months ago. We have previously noted that we are finding attractive value in selected companies that we believe to be AI-Winners and those that we believe to be AI-Proof, while attempting to avoid those we believe to be AI-Threatened.

Managed Fund Investor Education

22 Apr 2026

· Simon Raubenheimer, Chris Watson

· 13 MIN READ

Contrarian Investing in the Age of Real-World AI

we are in the midst of profound disruption. This is likely to be beyond a typical generational disruption that happens every 20-30 years. This technological singularity is expected to cause dramatic and irreversible changes to human civilization, far beyond typical generational disruptions such as electrification, the internet, or even current generative AI.

Technology Managed Fund Shares

13 Feb 2026