Back to the Future for Value: is this time really that different?

Presented by

Liam Nunn, Fund Manager - Global Recovery

About this talk

From the Allan Gray Offshore Conference - September 2020. Twenty years ago, value investing was widely dismissed as irrelevant amid the drama of the tech boom. With value similarly out of favour with investors today, join Liam Nunn, Schroders Global Recovery Fund Manager, as he travels ‘Back to the Future’ to assess whether this time is really that different.

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