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The Value Perspective

Schroders
Pension Schemes
UK Pension Industry
Defined Benefit Schemes
Thrift Banks
Capital Allocation
Energy Transition
Cash Flow Management
Defined Contribution Schemes
ESG Investments
Inflation
Investing Opportunities
Passive Investing
Nuclear Energy
European Pension Market
LEK Consulting
Aging Population
Investment Advisory Services
Interest Rates
Investment Strategies
Coal Pension Trust

Created by the Value Team at Schroders, the Value Perspective podcast takes a look at decision making in complex and uncertain environments.

PublishesWeeklyEpisodes170Founded5 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for The Value Perspective

Latest Episodes

This week, in an episode from the Allocator’s Edge mini-series of the Value Perspective we’re joined by Fabio Cecutto, the Head of Listed Equity at Willis Towers Watson. Fabio brings a wealth of experience, having joined Willis Towers Watson in 2006 ... more

Today, we’re continuing a small series about CEOs and speaking with Jane Jie Sun, CEO of Trip.com — a global online travel platform with a market cap around $42 billion. June has been the CEO of Trip.com since 2016, succeeding the companies founder. ... more

In this Allocator’s Edge episode of the Value Perspective, we’re joined by Jason Samons, Head of Manager Research at Mediolanum, a firm managing over $60 billion in assets. Before Mediolanum Jason was Head of Equities at St James’s Place Wealth Manag... more

This week, we welcome a returning guest back to the Value Perspective. Adam Rozencwajg is the co-founder and Managing Director of Goehring and Rozencwajg. His first appearance on the podcast came back in 2024 in a special episode hosted by Django Dav... more

Key Facts

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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Jane Jie Sun
CEO of Trip.com, a global online travel platform
Trip.com
Episode: The Value Perspective with special guest Jane Jie Sun
Jason Samons
Fund Selector at Mediolanum
Mediolanum
Episode: The Value Perspective with Jason Samons
Adam Rozencwajg
Co-founder and managing director at Goehring and Rozencwajg
Goehring and Rozencwajg
Episode: The Value Perspective with Adam Rozencwajg 2.0
Simon Adler
Co-fund manager and speaker at the conference
Schroders
Episode: The Value Perspective - London Value Investment Conference 2025
Alissa Corcoran
Investment professional at Kopernik Global Investors
Kopernik
Episode: The Value Perspective - London Value Investment Conference 2025
Daniel O'Keefe
Investment professional at Artisan Partners, a seasoned speaker at the conference
Artisan Partners
Episode: The Value Perspective - London Value Investment Conference 2025
Alisdair McKinnon
Speaker at the value conference
Not specified
Episode: The Value Perspective - London Value Investment Conference 2025
Freddie Lait
Founder of Latitude Investment Management
Latitude Investment Management
Episode: The Value Perspective - London Value Investment Conference 2025
David Shapiro
Co-founder of Sustainable Growth Advisors, returning participant at the conference
Sustainable Growth Advisors
Episode: The Value Perspective - London Value Investment Conference 2025

Hosts

Juan Torres
Co-fund manager for the emerging markets value strategy at Schroders, co-host of The Value Perspective Podcast, and investment director with extensive experience in the field.
Andy Williams
Co-host and investment director at Schroders, known for providing insights on value investing and assets allocation strategies.

Reviews

4.9 out of 5 stars from 52 ratings
  • Style drift here

    Used to be well focused on valuation in its myriad forms and guises. It’s morphed into some kind of portfolio management / value investing plaformetorial. Host is also hard to follow at times.

    Apple Podcasts
    2
    Impoxtssibxo
    United Kingdoma year ago
  • JJ222

    Great guests, but the host difficult to follow sometimes

    Apple Podcasts
    5
    JJ222599r
    United Kingdom3 years ago
  • Great podcast

    Very insightful and creative perspective!

    Apple Podcasts
    5
    kjedrz
    Germany5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners praise the well-informed guests and the depth of content but express some difficulty in following the host's delivery style.
While many appreciate the insights on investment strategies, a few feel that the focus has shifted too much towards portfolio management recently.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#249
Italy/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The Value Perspective with Fabio Cecutto
Q: How do you ensure that younger people who are starting to meet managers do not get wrapped up in narratives?
Fabio suggests that rigorous preparation and focusing on hard data can help young professionals avoid being swayed by charismatic managers' stories.
The Value Perspective with Fabio Cecutto
Q: How do you go about to evaluating those more intangible traits of a fund manager or a team, the qualitative aspects that you cannot see in the hardcore data?
Fabio explains the importance of assessing the culture and decision-making process of fund managers, emphasizing that past performance is not a reliable indicator of future success.
The Value Perspective with Fabio Cecutto
Q: Can you tell us a little bit about your personal journey? What drew you to fund selection and this career in the first place?
Fabio Cecutto discusses how his studies in behavioral finance sparked his interest in fund selection, emphasizing the interplay between economics and psychology in investment decisions.
The Value Perspective with special guest Jane Jie Sun
Q: What advice would you give young people, particularly young women who want to make an impact?
Integrity, hard work, curiosity, and optimism are crucial qualities for young leaders.
The Value Perspective with Adam Rozencwajg 2.0
Q: What does it mean to be a deep value investor in the commodity space?
It means looking for significant value when commodity prices fall dramatically, often below their long-term sustainable levels, and employing different valuation methods than traditional DCF models.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Value Perspective

What is The Value Perspective about and what kind of topics does it cover?

Focused on decision-making in complex investment landscapes, this series features discussions with industry experts on topics such as capital allocation, behavioral finance, and value investing strategies. Episodes regularly showcase insights into economic trends and investing philosophies, often integrating personal experiences from finance professionals and analysts. The unique aspect of the series is the emphasis on learning from both successes and failures within investment practices, providing listeners with constructive lessons for navigating the market's uncertainties. This podcast appeals to individuals keen on exploring deep analyses of investment principles alongside practical advice from seasoned investors.

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Which podcasts are similar to The Value Perspective?

These podcasts share a similar audience with The Value Perspective:

1. Behind the Balance Sheet
2. The Acquirers Podcast
3. Value Investing with Legends
4. The Business Brew
5. Yet Another Value Podcast

How many episodes of The Value Perspective are there?

The Value Perspective launched 5 years ago and published 170 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Value Perspective?

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What guests have appeared on The Value Perspective?

Recent guests on The Value Perspective include:

1. Jane Jie Sun
2. Jason Samons
3. Adam Rozencwajg
4. Simon Adler
5. Alissa Corcoran
6. Daniel O'Keefe
7. Alisdair McKinnon
8. Freddie Lait

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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