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!
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