40. Investing in companies no one else wants to buy

Simon Adler, co-manager of Schroder Global Recovery fund, talks to us about the history of value investing. Almost 100 years old, the investment style has delivered outstanding long-term returns, but has lagged in the past decade. But every ten years or so things change. Is now an unprecedented opportunity to return to value?
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Schroders’ well-known value investment team takes a long-term view, looking for companies valued at less than their ‘true’, but with turnaround potential. Sometimes the catalyst for change takes time, and the share price of a company may fall further before it rises. Patience is key, but long-term investors have been rewarded in the past.

Read more about Schroder Global Recovery fund

The views of the author and any people interviewed are their own and do not constitute financial advice. However the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Before you make any investment decision make sure you’re comfortable and fully understand the risks. If you invest in fund or trust make sure you know what specific risks they’re exposed to. Past performance is not a reliable guide to future returns. Remember all investments can fall in value as well as rise, so you could make a loss.

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