Dream Machine

Richard Halle: Value, conviction and bubbles


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Richard joins us to discuss the lessons learned from more than two decades of value investing. From surviving the dot‑com bubble to managing through periods of underperformance, Richard explains why patience, contrarian thinking and an obsession with downside risk sit at the heart of his investment philosophy. But might his deepest conviction be… his stance on chutney?

Guest:

  • Richard Halle, Fund Manager European Equities
  • Hosts:

    • Laura Brown, CMO and Head of Client Experience
    • Alex Matcham, Head of UK Wholesale Sales
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      The value of investments will fluctuate, which will cause prices to fall as well as rise and investors may not get back the original amount they invested. Past performance is not a guide to future performance. The views expressed in this document should not be taken as a recommendation, advice or forecast.

       

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      Dream MachineBy M&G Investments