Over the next few weeks, we will be bringing you a six-part video series with Simon Adler, Fund Manager – Equity Value for Schroders Australia. In this series, Simon talks about various aspects of value investment and how his firm is positioned moving forward.
In Part One of this series, Simon explains the reasons behind Schroders’ recent rotation from growth to value.
The Schroders Global Recovery Fund invests in a select portfolio of securities that are significantly undervalued relative to their long-term earnings potential, with the objective of providing capital growth and outperforming the MSCI World (NDR) TR Index over the medium to long term.
