The Value Perspective

In this episode in our Allocator’s Edge series of the Value Perspective, we’re joined by Sonja Laud. Sonja is Chief Investment Officer (CIO) at Legal & General Investment Management (LGIM) where she leads the firm’s entire Investment and Trading teams, setting the firm’s Investment strategy, with a focus on leading LGIM’s responsible investment efforts. Before joining

In this episode of the Value Perspective, we’re joined by the legendary founder, manager, entrepreneur and capital allocator Henry Engelhardt. Henry founded Admiral Group, a Welsh car insurance group that grew to be one of the largest and most entrepreneurial businesses of the last generation. He is also the author of Be a Better Boss: Learn to build great teams and lead any orga

In this episode of the Value Perspective, we’re thrilled to be joined by the legendary Emerging Markets investor Mark Mobius. Mark founded Mobius Capital Partners in 2018 following a three-decade tenure at Franklin Templeton where he managed over $40 billion in Emerging Markets’ portfolios. This episode is co-hosted by Vera German and Jade Zhang, who is part of the Emerging Mar

In this episode in our Allocator’s Edge series of the Value Perspective, we’re joined by Chris Rule CEO of Local Pensions Partnership Investments, or LPPI, which oversees £25 billion in pension investments. Chris has been with LPPI since 2016, starting as CIO before moving to his current role. Before that, he was CIO at London Pensions Fund Authority (LPFA) and before that he

In this episode, we’re joined by Russell Napier. Fans of the pod will recall that Russell first appeared on TVP in 2021, so this is a warm welcome back. For those not familiar, Russell is an independent market strategist, financial historian, an author and the co-founder of the Library of Mistakes. If you find yourself in Edinburgh, the Library is well worth a visit - check out t

Welcome to Allocator’s Edge, a Value Perspective podcast mini-series where we will be engaging in conversations with some of the world’s top capital allocators. In this everchanging landscape of heightened inflation and interest rates, we aim to unravel how and why capital allocators make the decisions that they do. Join us as we explore the nuances between healthcare foundatio

In this episode in the Value Perspective ESG mini-series we’re joined by Kathryn Porter, founder of the consultant firm Watt-Logic. Kathryn started her career in the finance and energy sectors with a focus on structured products and new business development. She founded Watt-Logic in 2016 to advise energy companies across the EU and UK on how to best capture the commercial opport

In this episode of Allocator’s Edge on the Value Perspective we’re joined by Jim Dunn. Jim is the CEO of Verger Capital Management and has been with the firm since 2014. Prior to this Jim was Vice-President and Chief Investment Officer at Wake Forest University, responsible for investment of the University’s endowment, working capital and life income assets. Verger caught our

In this episode, we revisit a favourite pet topic of ours on the Value Perspective, special situation investments, especially those that are driven by human biases. Our guest this week is Jim Royal, author of The Zen of Thrift Conversions. In our conversation we focus on decision making in a particularly niche field in America - thrift banks, which are also known as mutualised bank

Welcome to a milestone episode for the Value Perspective podcast, marking our 100th episode. To help us celebrate, we’re delighted to be joined by Mark Walker for the latest instalment in our Allocator’s Edge mini-series, where we talk with some of the world’s top capital allocators. Mark is the CIO of Coal Pension Trustees Services (CPT), responsible for the £22bn of invest