The Value Perspective
Episodes
Episodes of The Value Perspective
Mark All
In this episode of The Value Perspective, we’re joined by Harvey Sawikin, founder of the American hedge fund Firebird. Harvey and his team were among the first Americans to venture into the Russian market during the voucher auctions of 1993 and
In this episode of the Value Perspective, co-hosted by Arjun Murti, we’re honoured to welcome Niall MacDowell. Niall is a professor at Imperial College London, a Chartered Engineer and a Fellow of the Royal Society of Chemistry. He is a public
Welcome to this special episode of TVP, where Juan and Andrew Williams will take you behind the scenes of the New York Value Conference. Recorded live on the conference floor, just as we've done in the past at the London Value Conference in the
In this Allocator’s Edge episode of the Value Perspective we’re joined by Greg Dean, the founder of Langdon Equity Partners, an asset management firm he launched just two and a half years ago after an impressive career at Cambridge Global Asset
In this episode of the Value Perspective we’re joined by Nick Train, co-founder of Lindsell Train and a legendary figure in the investment world. Nick is the portfolio manager for UK equity portfolios and jointly manages Global equity portfolio
In this episode in our Allocator’s Edge mini-series we welcome Craig Thomas, Chief Investment Officer of Verger Capital Management. In this role, he oversees all aspects of the firm’s investment process, including asset allocation, portfolio co
Welcome back to part two of our special 150th episode celebration. If you haven’t listened to part one yet, we highly recommend that you start there. In the first episode, we explored David Marcus’s early years at Mutual Shares, his experience
It’s out 150th episode this week and we celebrate this milestone with a special two-part conversation with David Marcus, who was kindly introduced to us by Stacy Havener. David began his career in 1987 at Mutual Shares working under the legenda
This week we welcome Alliance Bernstein’s materials’ analyst Bob Brackett back to the Value Perspective as part of our Allocator’s Edge mini-series. We also welcome back Mark Walker, CIO of Coal Pension Trustees as co-host for the episode to sh
This week on the Value Perspective we’re delighted to be joined by Jim Osman. Jim is the founder and Chief Vision Officer at The Edge, a research firm dedicated to identifying and analysing unique investment opportunities, with a particular foc
We are delighted that a good friend of the Value Perspective podcast, Jake Taylor, has returned to converse with us for a third time. Jake is a value investor, the author of the Rebel Allocator and co-host of the excellent podcast, Value After
In this Allocator’s Edge series episode of the Value Perspective we’re joined by Madison McCall, an active product specialist at Vanguard, where she has worked since 2017. With eight years at the firm, she is halfway to the impressive 16-year a
In this episode of the Value Perspective, we’re joined by Eva Shang, the co-founder and CEO of Legalist, a tech enabled investment firm specialising in litigation assets, based out in San Francisco. Eva started the company after dropping out of
In this Allocator’s Edge series episode of the Value Perspective we’re excited to welcome Swen Lorenz as our guest. Swen is the founder and CEO of Sarnia Asset Management. He also runs the deep value research platform Undervalued Shares and org
We’re thrilled to kick off the New Year with our first guest Stephen Clapham. You may remember Stephen from our episode at the Quality Growth Conference, but he’s widely recognised in both City and Wall Street circles for his impressive career.
In this special Christmas episode of the Value Perspective we welcome back Stacy Havener to dive into the business of branding, PR and content creation in asset management. Stacy, a frequent Value Perspective guest is the founder of Havener Cap
Our guest this week, on the Value Perspective is Adam Rozecwajg, a deep value investor with a specialised focus on the materials and commodities industry. Together with his partner, Adam co-founded Goehring and Rozencwajg, a firm dedicated excl
This week, in an Allocator’s Edge episode of the Value Perspective, we’re delighted to be joined by Khaled Said, one of the founders of Capital Generation Partners, also known as CapGen. CapGen specialises in managing large pools of capital for
This week on the Value Perspective podcast, we’re delighted to be joined by Alex Roepers, a guest at this year’s London Value Investment Conference. Alex is the Founder, President and Portfolio Manager of Atlantic Investment Management and a le
In this Allocator’s Edge episode of the Value Perspective we welcome Dan Zwirn, the CEO and CIO of Arena Investors. Dan co-founded Arena in 2015, creating innovative solutions in special situations and distressed debt markets. Arena now manages
This week on the Value Perspective podcast, we’re joined by Harry Crane, Professor of Statistics at Rutgers University. Harry is a master in probability, risk and their real world applications. His book Probability, Intuition and Common Sense c
This week in an Allocator’s Edge episode of the Value Perspective we’re joined by John Husselbee, Head of Multi-Asset at Liontrust. John last joined us for our Meet the Manager series and it’s good to have him back. With 38 years of experience,
This week on the Value Perspective podcast we’re delighted to bring together two leading practitioners, who sit at different ends of the Value investing spectrum, to discuss and debate their similarities and differences. The fascinating convers
This week on the Value Perspective podcast we’re delighted to bring together two leading practitioners, who sit at different ends of the Value investing spectrum, to discuss and debate their similarities and differences. The fascinating convers
Recently we attended the London Quality Growth Conference and we’ve put together a special quilt episode, featuring many of the key speakers at the event. One of the things we love about recording this podcast and attending this type of confere
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