Alex Leyland: Value “mowing” into the market
Reporting season is drawing to a close and during it the market has had to digest a huge commodity price move, a change in banking capital requirements and a large pullback in equity indices globally. In market volatility like we are currently experiencing Alex Leyland of Leyland Asset Management remains focused on value. “There are a number of names now that I think you can long term buy and hold knowing that you are going to get resilient earning from them, a good yield and growth into the future”. In this video Leyland highlights one stock that he feels was unfairly hit post reporting, “it is a great business... They have good visibility over their earnings and their earnings are resilient”.