Uncovering new investment themes and treading carefully ahead

Ben Leyland manager of JOHCM Global Opportunities explains how he’s uncovering investment themes [0:33], highlighting Compass Group catering as an example [1:33]. He also tells us why he prefers US utilities and Japanese telecoms to their UK counterparts [2:25], why they’re “treading carefully” and he thinks we may expect some market volatility ahead [4:04]. Ben concludes by answering the question: “is value investing dead?” [6:10].

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