Peter Spiller on Value Investing, Navigating Inflation and Delivering 15% Annual Returns
Macro Hive Conversations With Bilal Hafeez
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The Importance of Value-Based Trading
When I looked at your returns over quite a long period of time, I don't think you've had many down years. And actually your track record is quite impressive. But from the sounds of things, it's more about your philosophy of value-based trading with investing with risk control. So you're almost asset-agnostic. You're not just a diehard equity person or a diehard bond person. Yes. There are all sorts of opportunities which keep cropping up and which we obviously assess and including the portfolio if you think they have a role to play.
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