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Notes and musings from a Value investor

No one waves a flag at the bottom

6 February 2019
Author: Alastair MundyPortfolio Manager

In this series of short videos Alastair Mundy and Steve Woolley reflect on what the last 10 years has looked like for Value investors before turning to their portfolios and the opportunities they’re now seeing with unloved stocks. 

The past and present

The impact of central banks on our Value portfolios

Equities - Attractive opportunities from the unloved

Alastair Mundy
Alastair Mundy Portfolio Manager

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This communication is provided for general information only should not be construed as advice.

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All rights reserved. Issued by Investec Asset Management, issued March 2019.

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