Video: British Empire Trust

Joe Bauernfreund speaks to Stephen Peters of our Collectives Research team about the British Empire Trust, which he has run since October 2015.

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  1. Stephen Peters

Joe Bauernfreund speaks to Stephen Peters of our Collectives Research team about the British Empire Trust, which he has run since October 2015.

The trust was established in 1889 and built a strong reputation by investing in a range of global equities and collectives but has undergone a challenging period of performance since the financial crisis. The value style of investing has been largely out of favour; yet the manager remains committed to investing in companies that appear to be significantly undervalued.

He suggests there are signs that the value investment style is making a comeback and shares with us his highest conviction ideas. In the video we discover what a ‘double discount’ is and how it can prove valuable to investors.

Find out more about the British Empire Trust here.

IMPORTANT INFORMATION
This video is for non-commercial use only and may not be copied, stored, redistributed or broadcast in any way; the content is solely for information purposes and should not be construed, nor relied upon, as investment or financial advice. Individuals should seek such advice from their own professional advisers if there is any doubt as to whether a particular course of action is suitable. Investors should be aware that past performance is not necessarily a guide to the future and that the value of investments and the income from them can go down as well as up and there is a risk to the capital invested.

The views expressed in this video are those of the named manager and not of Charles Stanley Direct.

Charles Stanley & Co. Limited is authorised and regulated by the Financial Conduct Authority (FCA) and is a wholly owned subsidiary of Charles Stanley Group PLC. A member of the London Stock Exchange. Registered office 55 Bishopsgate London EC2N 3AS. Registered in England number 1903304. © 2015

 

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