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The Value Perspective

We are a team of three fund managers who work together on the UK Equities desk at Schroders.  Over the years we have adopted this unique and proven approach to investing, and have consistently demonstrated market-leading performance in value investing.

  • Nick Kirrage

    Nick Kirrage

    I have been at Schroders over 10 years, initially working as part of the Pan European research team proving insight and analysis on a broad range of sectors from Transport and Aerospace to Mining and Chemicals. In 2006, Kevin Murphy and I took over management of the Schroder Recovery Fund, a UK product with a 40 year track record of identifying and exploiting deeply out of favor investment opportunities. In 2010, Kevin and I also took over management of the Schroder Income Fund, the UK equity team’s flagship value product. Together with Kevin and Andrew Lyddon, I form part of the value investment team, responsible for over £4bn of UK assets, managed in a disciplined value style.

     

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  • Andrew Lyddon

    Andrew Lyddon

    I joined Schroders as a graduate in 2005 and have spent most of my time in the business as part of the UK equities team. Between 2006 and 2010 I was a research analyst responsible for producing investment research on companies in the UK construction, business services and telecoms sectors. In mid 2010 I joined Kevin Murphy and Nick Kirrage on the UK value team which manages over £4bn of UK assets with a value investment style.

     

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  • Kevin Murphy

    Kevin Murphy

    I started at Schroders in 2000, initially working on the UK equity desk. I joined the Pan European research team in 2003, looking to further my analytical skills, initially covering the Housebuilding and Construction sectors. After three years, I moved back to the UK Fund management desk, taking on co-management of the Schroder Recovery Fund, a UK product with a 40 year track record of identifying and exploiting deeply out of favor investment opportunities, alongside Nick Kirrage. In 2010, Nick and I also took over management of the Schroder Income Fund, the UK equity team's flagship value product. Together with Nick and Andrew Lyddon, I form part of the value investment team, responsible for over £4bn of UK assets, managed in a disciplined value style.

     

    View Kevin's articles

About Schroders

Trusted heritage, advanced thinking

Schroders is an independent, dedicated asset manager with a strong heritage and culture based on over 200 years’ experience of investment markets. A FTSE 100 company, we benefit from a strong balance sheet and a stable ownership structure which allows us to focus entirely on delivering results for our clients. With £199.6 billion funds under management and an international network spanning 33 offices in 26 countries, Schroders has the perspective and expertise to identify major investment potential wherever it is located.

Schroders has an 17-strong UK equity investment team, allowing the Value Perspective fund managers to benefit from the collective insight and ideas of a tightly integrated group of leading UK market specialists. On average, the team has 13 years of UK equity investment experience.

Schroders as at 31 March 2012

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Schroders

The views and opinions displayed on this website are those of Kevin Murphy, Nick Kirrage and Andrew Lyddon, members of the Schroder UK Specialist Value Team (the Value Perspective Team), and other independent commentators where stated. They do not necessarily represent views expressed or reflected in other Schroders' communications, strategies or funds. The Team has expressed its own views and opinions on this website and these may change. This item is intended to be for information purposes only and it is not intended as promotional material in any respect. Reliance should not be placed on the views and information on the website when taking individual investment and/or strategic decisions.

Issued by Schroder Investments Ltd. Company reg number 2015527. 31 Gresham Street, London EC2V 7QA, which is authorised and regulated by the Financial Services Authority.

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