Merryn Talks Money
Where One Top Value Investor Thinks You Should Put Your Money Now
Apr 25, 2025
Ben Whitmore, a renowned UK value investor and founder of Brickwood Asset Management, discusses his shift from Jupiter Asset Management to focus on undervalued UK companies. He shares insights on the current market trends and the importance of value investing in today’s landscape. The conversation touches on the role of gold as a safe asset, the potential in Europe's underperforming markets, and exciting investment opportunities in Japan. Whitmore also explores the integration of technology in investment analysis and the challenges of ESG investments.
31:09
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Quick takeaways
- Ben Whitmore emphasizes value investing by targeting undervalued UK companies, leveraging insights from renowned investors like Ben Graham and Warren Buffett.
- The podcast discusses a 'great rotation' trend, suggesting a shift from high-priced U.S. assets to affordable international markets, particularly in the UK.
Deep dives
Value Investing Focus
A strong emphasis is placed on value investing as a strategy, distinguishing between traditional value principles and the evolving market landscape. The approach involves seeking undervalued companies that may not only offer low share prices but also ensure quality and sustainability. The discussion highlights the insights of Ben Graham and Warren Buffett, showcasing their perspectives on valuation and investment quality. A focus on the cyclically adjusted price earnings (CAPE) ratio is noted as a critical tool in identifying true undervaluations over business cycles.
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