Investment Thinking Episode 28 - interview with Nick Kirrage of Schroders
Update: 2020-10-09
Description
Nick together with his colleague Kevin Murphy started working together 15 years ago running a value based strategy. In this interview Nick puts forward a very reasonable and objective view as to why we shouldn't give up on this approach after a number of years of underperformance. His rationality and thoughtfulness makes this interview important as many commentators are putting forward views that growth investing is the only way to manage assets in a low inflation, low interest rate environment.
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