John Sevior co-founded Airlie Funds Management in 2012. John attributes Airlie's success to being a group of like-minded people who knew the limits of their knowledge but who always stuck to a set of simple investment principles. In this episode of  'the rules of investing' podcast, John chats to Patrick Poke about his journey in investing, mentions the investing book that he gifts to friends and takes a deep dive into two high-quality, underappreciated Australian retailers.