In this engaging discussion, Nick Kirrage, Head of the Value Team at Schroders, and Jacob Mitchell, CIO at Antipodes Partners, explore the dynamic world of value investing. They dive into their contrasting strategies for identifying undervalued stocks, emphasizing the importance of macroeconomic understanding. The duo candidly shares lessons from their most painful mistakes, navigates the complexities of investing in China, and examines the balance between client expectations and robust portfolio construction. Tune in for valuable insights!

Join Jacob Mitchell, Chief Investment Officer at Antipodes Partners, as he discusses the intriguing contrasts in value investing strategies with fellow expert Nick Kirrage from Schroders. They dive into how their distinct methods help them avoid classic value traps and the critical lines they won’t cross in portfolio building. Jacob's journey from aspiring pilot to finance guru adds a personal touch, highlighting the importance of understanding one’s strengths and the proactive mindset necessary for successful investing.