andrewwellington
During his recent interview with Tobias, Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management discussed The Future For Value Investing. Here’s an excerpt from the interview: Q3 2020 hedge fund letters, conferences and more The Future For Value InvestingTobias: You’re a deep-value guy in the mid-cap space. It’s been a mixed bag for deep value and for value in the States in particular. The first decade of the 2000s was absolutely spectacular for value. The last decade has been quite tough. I think probably value and quality would have done quite well through to say 2018...
ValueWalk
During his recent interview with Tobias, Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management discussed Analyzability – Triaging Your Best Ideas. Here’s an excerpt from the interview: Q3 2020 hedge fund letters, conferences and more Analyzability - Triaging Your Best IdeasAndrew: It’s iterative process. I like to do triage. There’s some things that look good on the screen. After a little bit of work, you can quickly dismiss them because you see something like asbestos lawsuit, the research notes. Number one on our screen for a while was Pacific Gas and Electric. Obvio...
ValueWalk
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