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.

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