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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
ESG Investments
Defined Contribution Schemes
Inflation
Investing Opportunities
Passive Investing
Nuclear Energy
Aging Population
LEK Consulting
Investment Advisory Services
European Pension Market
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.

PublishesWeeklyEpisodes171Founded5 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for The Value Perspective

Latest Episodes

In this episode of the Value Perspective, we’re joined by David Iben, the founder and CIO of Kopernik Global Investors. Kopernik has a unique practice, in that they relocate their entire investment team each summer to immerse themselves in a market’s... more

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

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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

Andrew Williams
Co-host and investment director at Schroders, with a focus on value investment strategies and decision-making processes.
Juan Torres
Co-fund manager of the Schroders Emerging Markets Strategy, contributing to discussions on investment strategies and market insights.

Reviews

4.9 out of 5 stars from 53 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 appreciate the depth of discussions and the expertise of guests, noting that the insights can be quite valuable for investment professionals.
Some feedback mentions challenges in following the host at times, but there are generally high praises for guest quality and relevant content.

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Talking Points

Recent interactions between the hosts and their guests.

The Value Perspective with David Iben
Q: How do you manage risk in that environment where you are conscious that you need to wait a long time?
David explains the meticulous process of assessing intrinsic value and managing margin of safety, diversifying risks, and ensuring informed client relationships.
The Value Perspective with David Iben
Q: Can you explain a little bit why do you do them? What are they all about?
David elaborates on the significance of cultural immersion trips for assessing market opportunities and understanding local economies.
The Value Perspective with David Iben
Q: Can you talk us through how that all came about?
David describes how he transitioned from managing people to creating his own firm, Kopernik Global Investors.
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.

Audience Metrics

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Frequently Asked Questions About The Value Perspective

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

Focusing on decision-making in the complex worlds of finance and investing, discussions cover a wide range of topics including value investing, investment strategies, behavioral finance, and the implications of economic shifts. Listeners can expect insights from industry veterans and experts who share their experiences, challenges, and lessons learned while navigating financial markets. Notably, episodes often delve into real-world case studies and practical approaches to understanding market dynamics, fostering a deeper appreciation for long-term investing and the importance of disciplined decision-making.

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How many listeners does The Value Perspective get?

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How many subscribers and views does The Value Perspective have?

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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. The Meb Faber Show - Better Investing
4. Capital Allocators – Inside the Institutional Investment Industry
5. The Memo by Howard Marks

How many episodes of The Value Perspective are there?

The Value Perspective launched 5 years ago and published 171 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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Where can I see ratings and reviews for 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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