Healthcare and banking with Dodge & Cox

Podcast
Views & insights

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.

Share

21 June 2019 | 24 minute listen

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.

You may be interested in

Dan Carter on Japanese Politics

Podcast 35 minute listen
Dan Carter on Japanese Politics

Chuka Umunna: ESG from Big Ben to big banks

Podcast 27 minute listen
Chuka Umunna: ESG from Big Ben to big banks

A strong, but still not crowded rally

Podcast 25 minute listen
A strong, but still not crowded rally

The value of investments and any income from them can fall and you may get back less than you invested.