Outlook 2025: UK value investing through business transformation
Alex Savvides on staying focused on company transformations, monitoring macro themes and keeping an eye on potential opportunities
Our value equities investment strategy aims to generate returns backing business transformation within underperforming companies — supporting management as they execute self-help plans and move to recovery. We don’t try to predict the macro environment, as that’s not where we have an edge.
In fact, we aim to make returns that are highly idiosyncratic, based on stock selection and company- specific attributes, which often are less impacted by broader market conditions.
Nevertheless, there are a number of macro themes we are monitoring. These include regulatory matters such as the Financial…
