‘Buy low, sell high’: Fund manager Greig Barrow stays confident in Ramsay and ASX outlook

Outlook on Ramsay Health Care and ASX

Veteran investor Greig Barrow from Akambo acknowledges that his purchases of Ramsay Health Care and ASX Ltd may have been made too early. Despite the timing, he remains optimistic about the long-term potential of both companies and continues to back them in his portfolio.

“Buy low, sell high,” Barrow noted, emphasizing his confidence in the eventual recovery of these assets.

According to Barrow, short-term market pressures do not change the fundamentals driving value creation in Ramsay and ASX. His perspective aligns with a disciplined investment approach focused on patience and valuation.

Investment Philosophy

Barrow’s strategy centers on identifying high-quality businesses temporarily undervalued by the market. He believes that both companies will benefit once broader market sentiment improves, reinforcing his preference for holding rather than exiting positions prematurely.

“When the market misprices good companies, that’s when opportunities emerge,” he explained.

His stance reflects traditional value-investing principles that prioritize strong balance sheets and long-term earnings potential over short-term price volatility.

Author’s summary: Greig Barrow at Akambo remains confident in Ramsay and ASX, following a disciplined “buy low, sell high” approach despite early entry into both positions.

more

AFR AFR — 2025-11-24

More News