Where is the value?
It’s been a challenging start to the year for investors, but falling prices mean opportunities for value investors. That doesn’t mean it’s easy pickings; stock selection and sector diversification are paramount in such an environment. Are the banks good value or a value trap? Are the economic developments affecting value or just noise? In that light, we spoke to two value investors, Steve Johnson from Forager Funds and Roger Montgomery from Montgomery Investment Management, to ask them where they’re finding opportunities right now. Hosted by James Marlay from Livewire.
Buy Hold Sell is a weekly video series exclusive to Livewire. In each episode two fund managers give their views 'Buy, Hold or Sell' on five ASX listed companies. Not recommendations, please read the disclaimer and seek advice where appropriate.