Created by the Value Team at Schroders, the Value Perspective podcast takes a look at decision making in complex and uncertain environments.
Episodes
Monday Sep 30, 2024
Monday Sep 30, 2024
This week we’re delighted to welcome Andrew Walker to the Value Perspective. Andrew is a portfolio manager at Rangeley Capital and the voice behind the popular podcast Yet Another Value Podcast. He authors a Substack under the same name. He is also a huge fantasy reader and has given us some of excellent book recommendations, that you’ll hear at the end of the episode. In the episode we discuss: Andrew’s take on whether the value investing philosophy is still alive and what it's like building a boutique firm based on that approach; the toughest challenges in investing from a behavioural standpoint; the one lasting behavioural edge that any investor can cultivate; how Andrew filters investment ideas, especially as someone who’s not your typical cigar butt investor; and finally, how he views communication with his investor base through his podcast, Substack and beyond, and how much comms is enough. Enjoy!
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