The Value Perspective The Value Perspective with Nick Train
In this episode of the Value Perspective we’re joined by Nick Train, co-founder of Lindsell Train and a legendary figure in the investment world. Nick is the portfolio manager for UK equity portfolios and jointly manages Global equity portfolios. With over 40 years’ experience, he made a name for himself as a high conviction buy and hold investor. This episode is co-hosted by the head of the Value Team Nick Kirrage and the newest member of our team, analyst Tom Grady. Tom is an experienced UK market investor with over 10 years in the field and brings a fresh perspective to this in-depth conversation. We dive into the UK market, exploring how to think in probabilities in a long-term investing process; the changes in the UK market in the last 25 years and what can be done to revive it; and why it’s hard to see the quality of companies outside the US. Enjoy!
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