Lead Portfolio Manager Simon Gergel, joined by fellow Portfolio Managers Andrew Kosh and Richard Knight, explains why the Merchants Trust team doesn’t necessarily need to decide whether a bubble or investment theme is right or wrong.
Instead, the team focuses on businesses it understands, including those that may have fallen out of favour while attention is elsewhere.
Watch the full episode for more on how a long-term value approach can uncover opportunities away from the market spotlight.
