The Value Perspective The Value Perspective with Simon Hallett 2.0
We kick off 2024 with a fun episode featuring some of our favourite guests. Author and Director of Research at St James Place, Joe Wiggins, plays host and moderator in a Quality vs Value debate between Simon Hallett, the former CIO of Harding Loevner and owner of Plymouth Argyle football club, and Andy Evans, a portfolio manager at Schroders. The episode explores how two different investors think about markets and assets, the pain points in being a Quality or Value investor and the temperament you need for each style. The debate covers: how Simon and Andy define their own way of investing; how to assess a manager’s style by looking at their top 10 holdings as well as their emotional reactions; difficulties in extending time horizons; how each manager would manage money on the other side of the style spectrum; and finally how to deal with an investable universe that has become unusually expensive and whether to compromise on quality or valuation. Enjoy!
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