A Value View - The Merchants Trust PLC Podcast
A Value View is a series of topical podcasts from The Merchants Trust, focusing on developments affecting the UK market environment and how the trust navigates them. So what does this mean for investors? – join portfolio manager Simon Gergel as he offers his thoughts
A Value View - The Merchants Trust PLC Podcast
What does it mean to be a value investor?
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AllianzGI Investment Trusts
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Episode 9
In his latest podcast, Simon Gergel, Portfolio Manager of The Merchants Trust, discusses what it means to be a value investor and how the team implements this across the Merchants portfolio of high yielding shares. Simon also considers the opportunities for value investing in today’s markets as well as other aspects of the team’s investment process, including analysis of cash flow, structural advantages and valuation.
Produced and recorded by Lansons, at the Lansons studio in Farringdon.