The Contrarian Strategy That Won the UK Investment Competition

What does it take to win the UK Investment Competition 2025?In this episode of Rising Stars in Investing and Finance, Host Luba Schoenig speaks with Adam Hrehovcik and Joaquim Silva, the winning team behind Platypus Partners, about the strategy that set their portfolio apart.During the competition period from 10 October 2025 to 19 November 2025, Adam and Joaquim moved away from crowded AI and high-growth technology trades and searched for value in overlooked areas of the market. Their data-driven portfolio combined biotech, rare-disease therapies, uranium, clean energy, industrial metals and copper.They explain how they identified market mispricing, managed risk across high-conviction positions and remained calm when one investment fell by more than 50%. The conversation also explores why constructive criticism, teamwork and disciplined decision-making played a major role in their success. This episode is essential listening for finance students, aspiring investors and anyone interested in portfolio construction, active investing and behavioural finance.In this episode:The contrarian strategy behind their winning portfolioWhy they looked beyond AI and technology stocksTheir approach to biotech, copper and energy securityHow they managed a 50% drawdownThe importance of risk management and teamworkThis podcast is for educational purposes only and does not constitute financial advice. Always do your own research or consult a qualified financial advisor.