Intro

In this episode of the Value Perspective, we’re joined by Jonathan Boyar, Managing Director of the Boyar Group, a research driven investment group founded by his father fifty years’ ago. The Boyar  Group is known for its deep fundamental research, applying a private equity lens to public markets with a strict focus on US equities. Jonathan also hosts the podcast The World According to Boyar and writes a popular Substack. In the episode we discuss Jonathan’s insights, drawn from decades of market study, including the behavioural patterns that consistently stand out; how and when to change your investment view; what has made the last fifteen years particularly challenging for value investors; the creative side of investment content; and finally, why the Boyar Group has chosen not to expand its research beyond the US. Enjoy!

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