Value investing is going through a rough time at the moment. Not since the heady days of the late 1990’s has value so underperformed growth as an investment strategy. To discuss everything value investing we spoke to Lanyon Asset Management’s David Prescott and Jack Trengove.
David is the founder and Managing Director of Lanyon. He has over 18 years funds management experience across Australia and the UK.
Jack is an Equities Analyst at Lanyon. Prior to working at Lanyon, Jack was a professional AFL player for Melbourne and Port Adelaide.
Together they discussed the state of the value investing industry today. We also unpacked Lanyon’s investing philosophy and their process for identifying and researching stocks and then managing their portfolios. Towards the end of the interview, David and Jack both shared some particular companies and sectors they’re finding interesting at the moment.
For more information on Lanyon Asset Management, head to their website here.
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