Created by the Value Team at Schroders, the Value Perspective podcast takes a look at decision making in complex and uncertain environments.
Episodes
Thursday Jun 22, 2023
Thursday Jun 22, 2023
In the second episode of our Meet the Manager mini series, we welcome back Stacy Havener to the podcast, who turns the table to interview Andrew Williams and Ben Arnold, the Value Team’s investment directors. Stacy is the founder of Havener Capital, an agency dedicated to helping boutique asset managers build, launch and grow funds. She is the host of her own podcast Billion Dollar Back Story, where she interviews founders, portfolio managers and investors who have launched, seeded and scaled billion dollar businesses. Stacy discusses with Andrew and Ben; how they came to join the Value Team; the story of the Value Team’s flagship product; a recent period of underperformance and a trend of value investors giving up; the importance of defining what the team is not and not to define what makes it different; and finally, what it’s like to be a specialist inside a large organisation, or a boutique inside a large asset manager in this case.
Enjoy!
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