A value stock from the spicy end of the market

Livewire Exclusive

Livewire Markets

When searching for value in a frothy market, it can be better to start looking in the sectors that are out of favour. Within those sectors, it can then be the small end which can reveal some of the best opportunities. Asking for a classic value stock, Livewire recently interviewed London-based Peter Hall, Chief Investment Officer, at Hunter Hall Global Value. He outlined a value stock that his fund bought at just 10% of its Net Tangible Asset backing, a compelling initial value proposition. The company has significant operational leverage given the price of its product has gained over 80% already, and is expected to increase further. The stock has gained 400% since Hunter Hall made its move, but in the interview below Peter Hall outlines why he anticipates further significant gains from here.

1 stock mentioned

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.