TVP Meet the Managers series – Redington’s Peter Drewienkiewicz hosts Fund Manager Simon Adler

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!

NEW EPISODES:

We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players.

GET IN TOUCH:

send us a tweet: @TheValueTeam 

Important information. This podcast is for investment professionals only.

This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.

Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.

The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.

Past Performance is not a guide to future performance and may not be repeated.

The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.