In the latest in a series of podcasts on ‘Value Investing’ Ben Gutteridge, Head of Fund Research, talks to George Godber, the co-lead fund manager of the Miton UK Value Opportunities Fund. The conversation begins covering George’s approach to value investing before highlighting a few companies that fit neatly with this style (as well as a few that don’t). The debate concludes with some comments surrounding UK monetary policy and Chinese demand and how this is impacting the prospects for the fund.

 

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