Minding the Value Gap


Simon Denison-Smith and Jonathan Mills of the U.K.’s Metropolis Capital describe the short- and long-term investing implications they see from Brexit, their nuanced view on assessing company quality, why they believe they’ve had more success with larger caps than smaller caps, and what they think the market is missing in Ryanair, Regus and Halfords.

If you are a subscriber, log in to access the issue and bonus archive: