The Value Perspective

The Value Perspective - London Value Investment Conference 2025

Jul 7, 2025
Alex Roepers from Atlantic Investment Management, Charles Heenan from Kennox Asset Management, and Andrew Hollingworth from Holland Advisors share their insights from the London Value Investment Conference. They discuss the evolving landscape of value investing amid market shifts and inflation. The conversation also covers the challenges of active versus passive strategies, emphasizing the importance of fundamental analysis. Additionally, they highlight unique investment opportunities in less-explored markets, particularly in the natural resources sector.
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ANECDOTE

Learning From Big Stock Failure

  • Simon Adler shared a major stock pick failure from four years ago that lost 75%.
  • He emphasized learning from a large data sample to improve future investment decisions.
INSIGHT

Value Investing Poised to Rise

  • Simon Adler noted value stocks are extremely cheap by historical standards, below a Shiller PE of 10.
  • He expects value investing to deliver very attractive returns medium to long term.
INSIGHT

Value Works Best At Inflection Points

  • Alissa Corcoran believes value investing excels at market inflection points and is crucial now.
  • She highlighted extreme valuations and narrow markets vulnerable to disruption.
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