The Value Perspective

This week on the Value Perspective podcast, we’re delighted to be joined by Alex Roepers, a guest at this year’s London Value Investment Conference. Alex is the Founder, President and Portfolio Manager of Atlantic Investment Management and a legend in the value investing world. With nearly 40 years of experience, he has navigated countless market cycles and gained a reputation as a ‘gentleman activist’, someone who engages constructively with management to unlock value, especially in the industrial sector. His approach is distinct, with a concentrated portfolio of only 8-10 stocks, a patient mindset and a sharp eye for undervalued assets. Born and raised in the Netherlands, but now based in New York, Alex brings an international perspective to his investing style, following his previous experiences at Thyssen-Bornemisza Group and Dover Corporation. In this episode, we discuss: Alex’s career, including how his approach has evolved over decades in public markets; the lessons he has learned from unexpected success; his thoughts on whether investors today are less performance-driven than they once were; his memorable analogies between investing and both sailing and the Tour de France; and finally, how he uses catalysts to drive price discovery in ways that parallel private equity. Enjoy!

NEW EPISODES:

We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players.

GET IN TOUCH:

send us a tweet: @TheValueTeam 

Important information. This podcast is for investment professionals only.

Marketing material for Financial Profesusionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. 

Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. 

Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised. 

Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy.

Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

In this Allocator’s Edge episode of the Value Perspective we welcome Dan Zwirn, the CEO and CIO of Arena Investors. Dan co-founded Arena in 2015, creating innovative solutions in special situations and distressed debt markets. Arena now manages around $3.5 billion, specialising in complex investments across various sectors globally. Before Arena, Dan led multiple speciality finance ventures and founded DB Zwirn and Co, a $6 billion firm in global special situations. He brings decades of experience with a deep understanding of value investing in complex financial landscapes. In this episode, we discuss: Dan’s early shift from private equity; the unique value in credit markets; today’s distressed debt opportunities; the impact of recent monetary policy; and how restructurings can unlock hidden value. Enjoy!

NEW EPISODES:

We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players.

GET IN TOUCH:

send us a tweet: @TheValueTeam 

Important information. This podcast is for investment professionals only.

Marketing material for Financial Profesusionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. 

Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. 

Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised. 

Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy.

Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

This week on the Value Perspective podcast, we’re joined by Harry Crane, Professor of Statistics at Rutgers University. Harry is a master in probability, risk and their real world applications. His book Probability, Intuition and Common Sense covers how the role of intuition and common sense is often diminished in decision making in professional contexts. This episode is co-hosted by returning guest Luca Dellanna. We discuss: the differences between studying probability and statistics; challenges in teaching probability and how to improve it; models with unallocated probability variables; the role and benefits of prediction markets; and the value, or limitations of base rate analysis. Enjoy!

NEW EPISODES:

We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players.

GET IN TOUCH:

send us a tweet: @TheValueTeam 

Important information. This podcast is for investment professionals only.

Marketing material for Financial Profesusionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. 

Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. 

Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised. 

Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy.

Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

This week in an Allocator’s Edge episode of the Value Perspective we’re joined by John Husselbee, Head of Multi-Asset at Liontrust. John last joined us for our Meet the Manager series and it’s good to have him back. With 38 years of experience, John is a seasoned fund manager and analyst, specialising in multi-asset, multi-manager funds. He leads a team managing target risk portfolios and bespoke investment solutions. Before joining Liontrust in 2013, John co-founded North Investment Partners and served as the Director of Multi-Manager Investments at Henderson Global Investors. In this episode we discuss: how John’s experience as an investor and business leader has shaped his career; the challenges of founding businesses in asset management today; the balance between active and passive strategies; and the role fees play in decision making. There is also insight from John’s work with leading investment managers over the years. Enjoy!

Enjoy!

NEW EPISODES:

We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players.

GET IN TOUCH:

send us a tweet: @TheValueTeam 

Important information. This podcast is for investment professionals only.

Marketing material for Financial Profesusionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. 

Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. 

Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised. 

Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy.

Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

This week on the Value Perspective podcast we’re delighted to bring together two leading practitioners, who sit at different ends of the Value investing spectrum, to discuss and debate their similarities and differences. The fascinating conversation, split over two episodes, features Nick Kirrage, Head of the Value Team at Schroders and Jacob Mitchell, Chief Investment Officer and Lead Portfolio Manager at Antipodes Partners. Antipodes is a global equities manager with a pragmatic approach to Value investing. The firm was founded in 2015 and has just over $6 billion in assets under management. It is headquartered in Sydney Australia and has an office in London. The episodes are hosted by Simon Evan-Cook, an award-winning multi-asset fund of funds manager and leading columnist with Citywire, who regularly posts on his blog, Never Mind the Silver Bullets. In this second episode, we delve deeper into Antipodes and Schroders’ portfolios, explore different areas of opportunity and how macro is navigated and how to find the right clients for your strategy. There’s also a frank discussion about each manager’s most painful mistakes, the lessons they have learned from them, and how Nick and Jacob’s approach to risk has evolved over time. Enjoy!

Enjoy!

NEW EPISODES:

We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players.

GET IN TOUCH:

send us a tweet: @TheValueTeam 

Important information. This podcast is for investment professionals only.

Marketing material for Financial Profesusionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. 

Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. 

Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised. 

Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy.

Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

This week on the Value Perspective podcast we’re delighted to bring together two leading practitioners, who sit at different ends of the Value investing spectrum, to discuss and debate their similarities and differences. The fascinating conversation, split over two episodes, features Nick Kirrage, Head of the Value Team at Schroders and Jacob Mitchell, Chief Investment Officer and Lead Portfolio Manager at Antipodes Partners. Antipodes is a global equities manager with a pragmatic approach to Value investing. The firm was founded in 2015 and has just over $6 billion in assets under management. It is headquartered in Sydney Australia and has an office in London. The episodes are hosted by Simon Evan-Cook, an award-winning multi-asset fund of funds manager and leading columnist with Citywire, who regularly posts on his blog, Never Mind the Silver Bullets. In this first episode, we cover where Schroders and Antipodes sit in the Value spectrum and how Nick and Jacob’s investment processes differ. We also delve into how each manager avoids the classic Value trap, and the lines that they won’t cross when building portfolios. Enjoy!

NEW EPISODES:

We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players.

GET IN TOUCH:

send us a tweet: @TheValueTeam 

Important information. This podcast is for investment professionals only.

Marketing material for Financial Profesusionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. 

Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. 

Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised. 

Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy.

Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

Recently we attended the London Quality Growth Conference and we’ve put together a special quilt episode, featuring many of the key speakers at the event. One of the things we love about recording this podcast and attending this type of conference, is it gives us a chance to step outside of our usual circle and have conversations with people who think differently. Whether it’s Value, Growth or Quality it’s all investing at the end of the day, and hearing new perspectives sharpens our own thinking. We’re joined by an incredible line-up of investors and allocators from the Quality Growth world. You’ll hear from the likes of Nick Train, from Lindsell Train, Anthony Brenton, from Turtle Creek, Richard Warne, from Copia Capital, Christopher Rossbach, from J. Stern, Oliver Wayne, from Redington, Stephen Clapham, from Behind the Balance Sheet, David Shapiro, from Sustainable Growth Advisers, Fabio Cecutto, from Willis Towers Watson, Kunal Desai, from GIB Asset Management, Simon Brewer, from the Money Maze podcast, Stephen Yiu, from Blue Whale Capital, Stephanie Niven from Ninety One, and Ronald Chan, from Chartwell Capital. We think there’s something powerful about walking across the proverbial aisle and we hope you enjoy these conversations as much as we did. Enjoy!

NEW EPISODES:

We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players.

GET IN TOUCH:

send us a tweet: @TheValueTeam 

Important information. This podcast is for investment professionals only.

Marketing material for Financial Profesusionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. 

Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. 

Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised. 

Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy.

Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

This week we’re delighted to welcome Andrew Walker to the Value Perspective. Andrew is a portfolio manager at Rangeley Capital and the voice behind the popular podcast Yet Another Value Podcast. He authors a Substack under the same name. He is also a huge fantasy reader and has given us some of excellent book recommendations, that you’ll hear at the end of the episode. In the episode we discuss: Andrew’s take on whether the value investing philosophy is still alive and what it's like building a boutique firm based on that approach; the toughest challenges in investing from a behavioural standpoint; the one lasting behavioural edge that any investor can cultivate; how Andrew filters investment ideas, especially as someone who’s not your typical cigar butt investor; and finally, how he views communication with his investor base through his podcast, Substack and beyond, and how much comms is enough. Enjoy!

NEW EPISODES:

We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players.

GET IN TOUCH:

send us a tweet: @TheValueTeam 

Important information. This podcast is for investment professionals only.

Marketing material for Financial Profesusionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. 

Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. 

Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised. 

Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy.

Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

This episode is the second part of our conversation with Willian Green. William is the bestselling author of Richer, Wiser, Happier and one of the most respected voices in the world of investing. If you missed part one, we encourage you to check it out at we covered some thought-provoking topics, from the challenges of writing a new book to the value of independent thinking. This episode picks up right where we left off, continuing our dive into the wisdom Wiliam has gleaned over decades of interviewing some of the world’s greatest investors. We discuss the role of luck, not just in investing, but in life as a whole, and explore whether William would be interested in interviewing someone as polarising as Cathie Wood, an anti-value investor. Co-hosting again is Harald Berlinicke, a partner at Sarnia Asset Management and the investment manager for a family office. Harald’s extensive experience as an investor and his passion for sharing his experience on LinkedIn make him the perfect co-pilot for this episode. Together, we discuss everything from the importance of stoicism and the success of great investors, to the ongoing battle between active and passive management. Enjoy!

NEW EPISODES:

We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players.

GET IN TOUCH:

send us a tweet: @TheValueTeam 

Important information. This podcast is for investment professionals only.

Marketing material for Financial Profesusionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. 

Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. 

Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised. 

Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy.

Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

This week’s special episode features Willian Green, bestselling author of Richer, Wiser, Happier and the host of the podcast with the same name, which has featured some of the greatest minds in investing. Educated at Eton, William has been a journalist for decades and has had the privilege of sitting down with some of the most influential investment personalities of the last 30 years. He takes us on a deeply personal journey, filled with wisdom and anecdotes from his conversations with legendary value investors. In this episode we’re joined by a special co-host, Harald Berlinicke. Harald is a partner at Sarnia Asset Management as well as the investment manager for a family office. He’s also a very active volunteer and consultant of the CFA Institute and a prolific LinkedIn influencer. Harald is a long-time fan of William Green, and when William accepted our invitation, we knew we had to bring him on board. As a manager selector and an investor with over 30 years of experience, Harald’s unique perspective adds an extra layer of depth to our conversation. In the first of our two episodes, we explore the challenges of writing a new book, William’s focus on Value contrarian investors, and the importance of independent thinking. We also delve into his most challenging interviews in the investment world and discuss why being directionally correct is often more important than being absolutely right. Enjoy!

NEW EPISODES:

We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players.

GET IN TOUCH:

send us a tweet: @TheValueTeam 

Important information. This podcast is for investment professionals only.

Marketing material for Financial Profesusionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. 

Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. 

Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised. 

Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy.

Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.