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!
