The Value Perspective Podcast
1) The Value Perspective with Fabio Cecutto
This week, in an episode from the Allocator’s Edge mini-series of the Value Perspective we’re joined by Fabio Cecutto, the Head of Listed Equity at Willis Towers Watson. Fabio brings a wealth of exper...Show More
2) The Value Perspective with special guest June Jie Sun
Today, we’re continuing a small series about CEOs and speaking with June Jie Sun, CEO of Trip.com — a global online travel platform with a market cap around $42 billion. June has been the CEO of Trip....Show More
3) The Value Perspective with Jason Samons
In this Allocator’s Edge episode of the Value Perspective, we’re joined by Jason Samons, Head of Manager Research at Mediolanum, a firm managing over $60 billion in assets. Before Mediolanum Jason was...Show More
4) The Value Perspective with Adam Rozencwajg 2.0
This week, we welcome a returning guest back to the Value Perspective. Adam Rozencwajg is the co-founder and Managing Director of Goehring and Rozencwajg. His first appearance on the podcast came back...Show More
5) The Value Perspective with Dan Zwirn - REPLAY
This week we replay an Allocator’s Edge episode of the Value Perspective from 2024 with Dan Zwirn, the CEO and CIO of Arena Investors. Dan co-founded Arena in 2015, creating innovative solutions in sp...Show More
6) The Value Perspective - London Value Investment Conference 2025
This episode of the Value Perspective comes to you from our recent visit to the London Value Investment Conference. In a stellar line up, we’re joined by some of the sharpest minds in the investment w...Show More
7) The Value Perspective with Andrew Brenton
In this Allocator’s Edge episode of the Value Perspective, we’re joined by Andrew Brenton, founding Partner of Turtle Creek Asset Management. Back in the 1990s Andrew and his two partners made a bold ...Show More
8) The Value Perspective with Jonathan Boyar
In this episode of the Value Perspective, we’re joined by Jonathan Boyar, Managing Director of the Boyar Group, a research driven investment group founded by his father fifty years’ ago. The Boyar Gr...Show More
9) The Value Perspective with Jamie Carter
In this Allocator’s Edge episode of the Value Perspective we return our focus to building boutiques in asset management. Our guest is Jamie Carter, who was employee number four at Oldfield Partners, j...Show More
10) The Value Perspective with Herb Greenberg
This week we’re delighted to have Herb Greenberg with us on the Value Perspective. Herb is a veteran financial analyst and financial journalist with a massive following across media platforms. While h...Show More