Cheap, Unloved, Profitable: The Case for Value Investing Today?
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Cheap, Unloved, Profitable: The Case for Value Investing Today?
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Summary
Merryn Somerset Webb speaks with Temple Bar’s Ian Lance about the trust’s standout performance since 2020, driven by disciplined value investing—buying unloved, low-priced companies with recovery potential and holding them as sentiment improves. Lance argues that success comes from focusing on long-term earnings rather than short-term pessimism, even if it means owning controversial stocks.
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