19JUN 2018
Kevin Murphy, Fund Manager, Equity Value
14JUN 2018
Kevin Murphy, Fund Manager, Equity Value
Nick Kirrage, Fund Manager, Equity Value
Why does the value opportunity exist?
High and low valuations are frequently a function of human emotion not economic reality. Market fears are frequently heightened, think of the sell off on 9/11 for example. It is these emotional market moves that can represent opportunity for value investors…
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