Charles Heenan and Geoff Legg, investment directors and founders of Kennox Strategic Value Fund, delve into their unique value-driven approach to investing. They discuss the challenges of finding value in today's chaotic economic climate and how macroeconomic factors shape their strategies. The duo emphasizes the significance of a long-term focus amid structural inflation and geopolitical risks. They also dissect the balance between luck and skill in investing and the pivotal role of dividends in creating a robust portfolio.