Value investing

Ten years co-managing Recovery fund

Value still performs important role

Revolution in stock analysis

Value currently underperforming

Including £1.2bn Special Sits fund

Leaving after three years

Investment style out of favour for years

Trust currently trading on a 13% discount

Managed by affiliate DNCA

James Henderson and Laura Foll, managers of the Lowland investment company, have named Glencore, Rolls-Royce and Shell as attractive investment opportunities, despite short-term troubles at these firms.