Connecting with Simon Denison-Smith and Andrew Wellington

Filmed in June 2022.

Simon Denison-Smith (Co-founder and co-portfolio manager, Metropolis Capital) talks performance, strategy and why Metropolis believes that investing ‘as if we’re buying the whole business’ beats valuing stocks in relation to the wider sector.  

Andrew Wellington (Co-founder and CIO of Lyrical Asset Management) tells us about Lyrical’s unique focus on ‘analysability’ — the process of filtering potential value stocks based on the ability to accurately forecast future returns and avoid unpredictable fluctuations.