Valuation Over Sentiment: Merchants Trust’s Investment Discipline in Action

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A Value View - The Merchants Trust PLC Podcast

AllianzGI Investment Trusts

36 episodes

2 months ago

A Value View is a series of topical podcasts from The Merchants Trust, focusing on developments affecting the UK market environment and how the trust navigates them. So what does this mean for investors? – join portfolio manager Simon Gergel as he offers his thoughts

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Hosted on Acast. See acast.com/privacy for more information.

Valuation Over Sentiment: Merchants Trust’s Investment Discipline in Action

A Value View - The Merchants Trust PLC Podcast

17 minutes 19 seconds

2 months ago

Valuation Over Sentiment: Merchants Trust’s Investment Discipline in Action

In this episode, Simon Gergel, Portfolio Manager at The Merchants Trust, discusses the trust’s unusually active first half of the year, with eight new stocks added to the portfolio. He explains the rationale behind recent disposals and acquisitions, and shares insights into how the team identifies undervalued opportunities in a volatile UK market.

Hosted on Acast. See acast.com/privacy for more information.