This year is our tenth birthday, believe it or not, not as a podcast but as a value franchise here at Schroders. We wanted to celebrate this on the podcast by having a sort of party with some of our longest standing clients and past podcast guests, by inviting them in and flipping the table. Usually on the podcast we interview people from all walks of life on their expertise. But on this mini series called Meet the Manager our guests and clients are going to introduce us instead and finally ask those burning questions that have been brewing over the past ten years. We’ll be releasing this mini series on the off weeks from our regular content, which we will continue to publish as normal. We hope you enjoy this limited series where we place the value franchise in the interviewee seat as a birthday treat.

Our first guest in the Meet the Manager mini series is Pete Drewienkiewicz, the CIO of global assets at Redington. Pete advises a range of wealth managers, insurance companies and public sector pension schemes with combined assets of more than £400 billion. He also has oversight of Redington’s 25 person research platform across both manager and asset class research and is ultimately accountable for the asset class implementations that are recommended to clients. In this episode he interviews Simon Adler, Portfolio Manager on the Value Team who joined Schroders 15 years’ ago. Pete asks about Simon’s journey to becoming a value investor; value investing’s landscape and challenges today; the challenges of price discovery and the drivers of return; Simon’s oft-used fashion statement analogies like using a snorkel mask while cutting the grass as an example of being willing to be different; and finally, making money out of terrible businesses and how this is an analogy to understanding value. Enjoy!

 Enjoy!

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