On the Couch with Emma Davidson - Global Value Fund (GVF)

On the Couch

Welcome to the first episode of 'On the Couch' for 2024. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Henry Jennings is delighted to welcome Emma Davidson, CEO of Staude Capital Limited. She is also Head of Corporate Affairs at The Global Value Fund (GVF).
Emma has spent more than two decades in financial markets, starting her career on trading floors of London investment banks before setting up her own advisory business.
From there, she joined forces with her husband to found and run Staude Capital in London. It is a firm that specialises in finding investments trading at a discount to their intrinsic value, and then identifying and creating catalysts to unlock this value for clients.
Some of the topics discussed:

• The outlook for 2024.
• Lessons learned from decades of investing.
• How does an LIC avoid a discount to NTA?
• How will the US market play out after the huge run?

And plenty more...
Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
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