In our autumn edition, Craig Baker takes a close look at company culture, and how it can help provide a clear and sustainable edge when it comes to investing.
We also welcome Vulcan Value Partners (VVP), the ninth expert stock picker to join our line-up. VVP take a different approach to investing, by focusing on companies whose valuations have temporarily fallen. Founder and Chief Investment Officer, C.T. Fitzpatrick, will lead the way as portfolio manager – using his 30+ years’ experience to seek opportunities far and wide.
Plus, we hear from Andrew Wellington of Lyrical Asset Management, who explores whether recessions always spell bad news for value investors.
This season, our Spotlight series focuses on insights from Rob Rohn, Sustainable Growth Advisers, and Rajiv Jain, GQG Partners. Discussing investment styles and the wider industry, they each share their point of view as well as some of their top stock picks.
We hope you enjoy our articles and find them both valuable and useful.