When I was looking up Waislitz I found this very reassuring article in the AFR. So I kind of assumed he was happy with his eyeball meetings with management, if one in fact took place.
https://www.copyright link/wealth/people/2018-afr-rich-list-meet-alex-waislitz-australias-warren-buffett-20180413-h0yqig
It is an old school way of doing things, a shoe-leather approach to investing through dozens of meetings, business trips, coffees, lunches and dinners. Waislitz may be a stock picker, but first and foremost he picks people. It's an approach antithetic to much of the market at a time when more and more money flows into passive pools such as index funds, or towards algorithmic traders where computers are in charge.
When I was looking up Waislitz I found this very reassuring...
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