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Articles by Liam Nunn
'Value should have a long-term place in every client portfolio'
Reading Time: 5 minutes Value’s recent strong performance has led many investors to question whether they’ve missed the boat. Here’s why we think they haven’t. By Simon Adler and Liam Nunn, Fund Managers, Equity Value at Schroders The last six months have seen the value style of investing stage a very welcome comeback which has had value managers breathe a sigh of relief.
Two key risks the market is ignoring – Part 1: Balance sheet risk - The Value Perspective - Schroders
Given the dramatic price falls we have all had to endure of late, it might seem redundant to sound a warning on investment risk. And yet, here on The Value Perspective, we believe the wider market is largely neglecting – and thus failing to price properly – two key sources of equity risk. If we are correct in our analysis, this would mean both the present situation and recent market trends are inherently unsustainable.
OMGI's Nunn: Making sense of Buffett's U-turns - Fund Strategy
“Uncle Liam, Peppa Pig is for babies,” my nephew sighed in response to my naive suggestion that perhaps watching the TV might be more fun than violently wrestling with his younger brother. Clearly in the few months since my last visit I’d become hopelessly out of touch.
Holy toast: Don’t get burned by seasonal superstition
The human brain is incredibly adept at identifying patterns. It’s what allows us to prove we’re ‘not a robot’ when presented with one of those annoying ‘captchas’ when we’re shopping online. Then again, it’s also the reason some people think the Messiah is coming when they burn a slice of toast and a vaguely Jesus-like figure appears. Our hard-wired tendency to occasionally perceive order amid random noise is usually fairly harmless.
Winner of CFA UK and Brandes Essay competition 2016
I wish I had a romantic tale to tell about falling in love with value investing from the moment I first stumbled across a copy of Security Analysis. However, the honest truth is, the first time I attempted to read it as a fresh-faced graduate, I didn’t exactly fall head over heels.
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