Citywire Selection Verdict: Deep value investors, and have a rigorous process of finding the best value firms through intense analysis of company balance sheets. The duo run a low turnover portfolio and look out for companies who have experienced a short-term setback in order to buy at cheap levels and later reap the rewards. They continue to favour financial stocks and are overweight consumer services. Their contrarian approach is not for the faint-hearted and short term volatility is likely. This is a pick for those who are able to bear this scenario with the potential for long term income and growth.
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