In his latest podcast, Simon Gergel, Portfolio Manager of The Merchants Trust, discusses what it means to be a value investor and how the team implements this across the Merchants portfolio of high yielding shares. Simon also considers the opportunities for value investing in today’s markets as well as other aspects of the team’s investment process, including analysis of cash flow, structural advantages and valuation.
You can also access the podcast via:
iTunes (for iOS devices): https://itunes.apple.com/gb/podcast/a-value-view/
Blubrry (for iOS & Android): https://www.blubrry.com/avalueview/