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Nick Kirrage: Looking where others “don’t, won’t or can’t”

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Manage episode 295121253 series 124416
Content provided by Investors' Chronicle. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investors' Chronicle or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Nick Kirrage and Simon Adler, managers of Schroder Global Recovery Fund and Schroder Recovery Fund, tell Leonora Walters about their approach to value investing and how they take advantage of behavioural biases. They also set out why they like financials and energy companies.


While Schroder Global Recovery has underperformed its peers over the past five years, it is up 47.5 per cent over 12 months to 16 June, ahead of 35 per cent for MSCI World Index. Its UK-focussed sibling, Schroder Recovery Fund, is up 43 per cent over the same period - ahead of 22 per cent for the FTSE All-Share Index.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

1027 episodes

Artwork
iconShare
 
Manage episode 295121253 series 124416
Content provided by Investors' Chronicle. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investors' Chronicle or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Nick Kirrage and Simon Adler, managers of Schroder Global Recovery Fund and Schroder Recovery Fund, tell Leonora Walters about their approach to value investing and how they take advantage of behavioural biases. They also set out why they like financials and energy companies.


While Schroder Global Recovery has underperformed its peers over the past five years, it is up 47.5 per cent over 12 months to 16 June, ahead of 35 per cent for MSCI World Index. Its UK-focussed sibling, Schroder Recovery Fund, is up 43 per cent over the same period - ahead of 22 per cent for the FTSE All-Share Index.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

1027 episodes

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