TVP Meet the Manager series - John Husselbee hosts Kevin Murphy

This week in our Meet the Manager series, guest host John Husselbee interviews the co-head of the Value Team, Kevin Murphy. John is head of the Multi-Asset Team at Liontrust and has 38 years of experience managing multi-asset and multi-manager funds and portfolios. Before Liontrust he was a co-founder and CIO of North Investment Partners, a specialist boutique that provided bespoke outsourced managed solutions. Before that he was Head of Multi-Asset Solutions at Henderson.   Kevin Murphy has been managing portfolios since 2006 having joined Schroders in 2000 as a UK equity analyst focused on the construction and building materials sector. John and Kevin discuss Kevin’s background from childhood to co-founding the Value Team; the decisions and challenges in building a franchise in value investing ten years ago; the challenges of value investing through a hard 2019 straight into Covid in 2020 and the worst decline in the value style in 100 years; how the Value Team avoided style drift even in the worst bits of the pandemic; and finally, how to keep an investment framework loyal to its underlying philosophy while evolving as markets change. Enjoy!

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