In this episode of our Meet the Manager series, Arjun Murti returns to the Value Perspective podcast to interview fund manager Andrew Lyddon. Arjun is a partner at Veriten, a knowledge and media platform with a focus on energy, technology and environmental trends, a director on the board of ConocoPhillips, a senior adviser to the Energy Group at Warburg Pincus, and an advisory board member at Columbia University’s Center on Global Energy Policy. He is also author of one of our favourite Substacks Super-Spiked. Andrew Lyddon was one of the co-founders of the Value Team at Schroders back in 2013. He started his investment career at Schroders in 2005 and was previously part of a pan-European research team focused on the telecoms, construction and support services sectors. On top of the CFA, Andrew has degrees in intellectual property law and chemistry. Arjun and Andrew discuss the debate between value and growth dynamics and what it really means to be a value investor; an argument for growth using recent examples of growth companies, that could have been value had one been able to accept their growth potential; energy and the pros and cons of the sector; and finally Arjun takes the devil’s advocate stance on energy, around the position of oil majors in Europe, the war in Ukraine and the challenges of ESG in the context of investing. Enjoy!

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