Nick Kirrage, Kevin Murphy, and Andrew Lyddon's Schroder ISF Global Recovery fund was launched just over a year ago to build on the success of the team's highly regarded UK version, launched almost 35 years ago.
Schroder Recovery has been a standout performer in the IA UK All Companies sector over the medium and long term, achieving top decile returns over three, five, 10 and 15-year periods. Stock selection The trio use a similar approach to picking stocks, but consider all regional markets - both developed and emerging. Their process is grounded in the deep-value style popularised by Benjamin Graham in the 1950s, which consists of buying unloved companies with the potential for a significant re-rating. Panic selling often leads stocks to fall much further than they deserve, presenting pa...
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