Contrarian Investing in an Age of Disruption

Simon Raubenheimer from Contrarius - Investor Webinar March 2026

About this presentation

Simon Raubenheimer, Director at Contrarius Investment Management and a featured speaker in the March Investor Webinar ‘Finding Value in Volatility’, dives into how artificial intelligence is reshaping global investment opportunities. He positions AI as a once-in-a-generation structural shift, extending beyond software into robotics and real-world automation. Simon shares a compelling three-part framework: back the winners, own resilient businesses, and avoid those at risk of disruption. With a blend of growth and value thinking, he offers a fresh, contrarian perspective on where long-term returns may come from.

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