The role of Andrew Williams and Ben Arnold of Schroders Value Equities team - a team responsible for £14B+ - extends beyond managing assets; it involves fostering relationships built on trust and steering clients away from performance-driven decision-making.
In this episode, they discuss:
- A period of underperformance and the heartbreaking trend of talented value investors giving up
- The damaging consequences of short-term focus and the chaotic rollercoaster of hot money inflows and outflows
- What it's really like to be a specialist within a large organization
The best part? They’re also providing practical examples of how their team infuses personality and human connection into each transaction – challenging the notion that quant is king.
Tune in now and prepare to be schooled on the power of human connection and radical honesty in the investment world.
More About Andrew Williams:
Andrew Williams is an Investment Director on the Schroder Global Value Team. As a founding member of the team, Andrew has played a key role in developing the team’s business and product strategy. Andrew's responsibilities include client communications, commercial strategy, product marketing materials, competitor analysis, and Investment Product Team management. Andrew joined Schroders in 2010, initially working in the Investment Communications team with a focus on UK equities. Prior to joining Schroders, he served as an analyst at an independent capital markets research firm. Andrew holds a CFA certificate in Investment Management (IMC) and earned a degree in Economics and Politics from the University of the West of England. Andrew lives in London with his wife and 2 children, who keep him very busy when he isn’t in the office!
More About Ben Arnold:
Ben Arnold is an Investment Director on the Schroder Global Value Team. He joined the team in 2017, and Schroders in 2016 on the graduate training scheme. Prior to joining Schroders, Ben worked as an analyst in Institutional Banking for the Royal Bank of Scotland from 2012 to 2015. He holds the CFA Charter designation and has earned an MSc in Corporate Strategy and Governance from the University of Nottingham.
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Resources mentioned in this episode:
Books
Ben’s recommendation: Let My People Go Surfing by Yvon Chouinard
Andrew’s recommendation: Meditations by Marcus Aurelius
Songs
Ben’s Rec: Kasabian – Fire
Andrew’s Rec: Blur – Song Two
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