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Talking Money: Finding robust companies on attractive valuations today, with James Henderson
Money Makers
English - May 18, 2016 12:10 - 17 minutes - 15.6 MB - ★★★★★ - 1 ratingBusiness Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Talking Money: Mark Slater on today's equity opportunities
Next Episode: Talking Money: The future of wealth management?
In this edition of Talking Money, fund manager James Henderson explains why – despite others’ doubts – he doesn’t think we’re near the end of the bull market, and how talking to companies has revealed a robustness in firms that isn’t being reflected in valuations. As a patient long-term investor, Henderson argues there are attractive opportunities out there if you know where to look: he reveals how he has been finding them, including two examples of where he has recently started to build a position.