Has the tide turned for value investing? | James Williamson

In today’s ROCast, Murdoch speaks with James Williams, the Chief Investment Officer at Wentworth Williamson, about their equity fund and their stable income fund.

The equity fund is a "go-anywhere" strategy, investing in deep-value Australian listed companies with $60 million of funds under management. Meanwhile, their stable income fund, which is a private credit fund, targets a return of 5% above the RBA cash rate and has $100 million of funds under management.

If you are a value investor, then you may have had a tough number of years investing in current markets. On this point, I think you are really going to benefit from James's experience and insights. For me, the biggest question I have been wondering is, has the winter finally thawed for Aussie deep-value companies? James digs into how he thinks the health of a number of companies in deep-value territory is now healthier than ever. He also shares his outlook and what he thinks it means when value companies begin seeking mergers and acquisitions at the bottom of the market cycle.

Companies discussed include Fleetwood (ASX: FWD), Servcorp (ASX: SRV), BHP (ASX: BHP), Rio Tinto (ASX: RIO), Woodside Energy Group (ASX: WDS), Uranium companies, MRM, and more.

You can reach me at mgatti@ywm.com.au

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