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Global value interview

Thursday, August 11, 2016

Global value interview

A number of political and economic events have been dominating  headlines over recent months and though it has led to some poor performance, it also presents a number of opportunities for value investors.


Why do you believe value investing is currently such an attractive investment strategy? 

We believe that valuation is the most important driver of future investment returns. The current uncertainty of the economic outlook has caused investors to flee to perceived ‘safe-haven’ assets, and we believe that has left attractive options for those willing to take a more patient approach.

 

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