Merryn Talks Money Where One Top Value Investor Thinks You Should Put Your Money Now
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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.
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Value Investing Essentials
- Value investing combines price and quality to find undervalued companies with strong fundamentals.
- Using cyclically adjusted price earnings ratios helps identify true low valuations over economic cycles.
Mean Reversion Persists
- Innovation and technological change have been constant for over 100 years.
- Despite rapid change, historical evidence shows markets tend to revert to the mean over time.
Global Valuation Disparities
- There are extreme valuation disparities between US and global markets.
- Mean reversion could drive significant shifts favoring undervalued markets like UK, Europe, and Japan.