In this Allocator’s Edge series episode of the Value Perspective we’re excited to welcome Swen Lorenz as our guest. Swen is the founder and CEO of Sarnia Asset Management. He also runs the deep value research platform Undervalued Shares and organises the one-of-a-kind Weird Shit Investing Conference. If you’re drawn to unconventional off-the-beaten-path investing ideas, Swen is the man to know. From litigation finance to biotech to just downright weird assets, Swen uncovers some of the most intriguing asymmetrical ideas in the market. In this episode, we discuss: Sarnia’s objective and what it takes to launch and grow an asset management firm today; how written research can cut through noise in a crowded investment world; the origins of the Weird Shit Investing Conference and what’s next for the event; and finally, Andrew Walker’s shipping analogy for the active vs passive investment debate. 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 Professionals 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.
