Simon Mawhinney is the Chief Investment Officer at Allan Gray Australia, where he specializes in contrarian and value-driven investing. Known for his willingness to look beyond market sentiment, Mawhinney has built a reputation for identifying undervalued opportunities, often in distressed or unloved companies. His approach emphasizes rigorous analysis, particularly of company balance sheets, to discern potential turnarounds from high-risk ventures. In his recent talk with Livewire Markets, Mawhinney shared three core lessons on contrarian investing, offering practical insights from his extensive experience in managing successful high P/E investments within volatile markets.