In this week's show Joe Bauernfreund, chief executive officer of Asset Value Investors and manager of funds including AVI Global Trust (AGT), explains how to spot a good investment opportunity at a discount and says why he thinks value investing is worth the wait.
Personal finance writer Zayani Bhatt explains why James Henderson, manager of Henderson Opportunities Trust (HOT), argues that even if there is a hard Brexit a lot of new opportunities will arise and profiles one of his picks.
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