Value has never looked so attractive
Value investing has been a very uncomfortable place to be for the last few years. Decent companies, on very low valuations should, at some point, equal very strong returns, especially at a time when return expectations for many other assets are low.
With everyone positioned the same way, we believe that when investors decide that this is no longer quite the way to be positioned, there will be a charge into all of the good companies which have been so unloved.
Hugh Sergeant explains how this is one of the best opportunities for investing of his career and answers your questions on markets and his portfolio strategy.