Finding value in overlooked areas

Understanding the reasons behind NAV discounts and why you need to put them in context before making an investment decision

Andrew van Sickle: Shall we start with an overview of your fund? Daniel Avigad: The TM Lansdowne European Special Situations Fund is a long-only, mid- to large cap-focused Europe ex-UK fund. We concen

Star manager buys more shares and hopes fellow investors will be ‘rewarded for their patience’

THE COMPANIES BOOSTING RETURNS TO SHAREHOLDERS

Renamed and under new management, this trust offers exposure to attractively-valued market leaders with pricing power

‘We believe having uniquely aligned and stable capital partners is a competitive advantage’ Markel CEO Thomas Gaynor