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Behind the Screens: Playing devil's advocate

19 May, 2023 | Return|

Growth stocks had experienced a long period of outperformance since the global financial crisis. Last year, however, we witnessed a huge swing to value investing, which prompts the question, is it here to stay?

In this week's episode of Behind the Screens, we take a look at the widening valuation gap between value and growth and why sticking to your 'investment philosophy' guns can pay off. Speaking with Jock Glover, Steve Voorhis, Director of Research and one of the Portfolio Managers for the AA-rated Dodge & Cox Global Stock and Dodge & Cox US Stock funds, shares how the team identify hidden gems and where they are finding their best ideas amidst higher interest rates. They go on to discuss the opportunities in natural resources and managing risk in mining stocks, before leaving our podcast listeners with some positive food for thought...

Listen to the Behind the Screens on your favourite platform here, or listen below.

 

 

Don't have time to listen to the full episode, jump to your favourite part:

  • 1:05 - Is it a long-term rotation to value investing from here

  • 3:40 - Portfolio building blocks and playing devil's advocate
  • 8:10 - Where the best ideas are found and future opportunities

  • 12:15 - What keeps the team up at night

  • 14:20 - An interesting statistic from the week

This podcast was recorded on Thursday 18th May 2023. This podcast is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of the podcast, remembering past performance is not an indication of future performance. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd. Square Mile makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This podcast represents the views and forecasts of SM at the date of issue and may be subject to change without reference or notification to you. Nothing in this podcast shall be deemed to constitute a regulated activity or an invitation or inducement to engage in investment activity and it is not a recommendation to buy or sell any funds or investments that are mentioned during this podcast.

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