Richard Oldfield on Value Investing, Warren Buffet and Elon Musk MHC | 150

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Richard founded Oldfield Partners in 2004.The firm is a value-style asset management firm with over $4bn in assets under management. Richard was Chairman of the Oxford University Investment Committee and of Oxford University Endowment from the latter’s inception in 2007 until 2014. He holds a BA Hons in History from Oxford University. His book about investing, ‘Simple But Not Easy’, was published in 2007 and new edition was published in 2022.

In the podcast, we talk about:
Why smaller teams make better investment decisions
Why equities is the best asset class to invest in
Misplaced focus on volatility
Why pick value over growth
Why active rather passive
Best approach for value investing
Picking managers based on performance
Why meeting management is bad
Thoughts on Elon Musk
Why has value performed poorly over past decade
Investing 100% in equities or not
The trouble with private equity and hedge funds
Is Warren Buffet a value investor?
Outlook for value investing

Books mentioned: There's Always Something to Do (Risso-Gill), The Most Important Thing (Marks), Intelligent Investor (Graham)

You can contact Richard here
https://www.oldfieldpartners.com/#

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