Created by the Value Team at Schroders, the Value Perspective podcast takes a look at decision making in complex and uncertain environments.
Episodes
Monday Oct 23, 2023
Monday Oct 23, 2023
This week on the Value Perspective, we are joined by value stalwart Richard Oldfield. Richard founded Oldfield Partners in 2004, where he managed global funds until 2016, before finally retiring from the firm in 2021. Richard started his career back in the 70s at Warburg Investment Management, which later became Mercury Asset Management. Then he had a stint at a family office before founding Oldfield Partners. He is also the author of Simple but not Easy: a Practitioners Guide to the Art of Investing. The second edition of this book was printed in 2021 after a very successful first run back in 2007. Richard is joined by Simon Adler from the Value Team to discuss: Richard’s learnings over his 30 year career; what can be done in today’s markets to instill a long term view of performance; risk defined as permanent loss of capital or active risk; how much should one hold in Value at any one point in time; and finally, Richard’s experience outside of fund management and how that helped him throughout his career as a fund manager. Enjoy!
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