W1M’s Christopher Garsten, Charles Glasse and Charles Walker explain the bottom up approach that points them to out-of favor European ideas, why the market is slow to come around to what they find interesting, the risks and rewards of investing in industry leaders, and what unrecognized value they see in Viscofan, Acerinox, Smurfit Westrock and Inditex.
Read below the full interview with Value Investor Insight here.
Past performance is no guarantee of future results and the value of such investments and their strategies may fall as well as rise. Investors may not get back their initial investment. Capital security is not guaranteed.
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