Value First

02/28/2019

Nigel Waller and Andrew Goodwin of London's Oldfield Partners describe why they still consider valuation the prime determinant of future returns, how they stress diversification in a portfolio with 25 stocks, lessons learned from a painful value trap, and why they see mispriced value in Siemens, Mitsubishi UFJ Financial, Kansai Electric Power and BT Group.


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