Healthcare and Banking, with Dodge & Cox21 . 06 . 2019
On this week’s Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Diana Strandberg of Dodge & Cox on the subject of Value investing. Dodge & Cox may not be a name familiar to many of you, but they are one of the largest and longest standing Value investors globally, with their HQ in San Francisco. In terms of topics covered, Diana begins by assessing the value present in the Value parts of the market before we then take a deeper dive into some individual sectors. Areas covered include Banking and Industrials, but the most time is dedicated to the politically charged world of Health Care.