Far From the Finishing Post – Richard de Lisle (De Lisle Partners)

Troy
Tom Yeowart
George Viney
Podcast
01 August 2022
34 mins

Richard de Lisle, founder of De Lisle Partners, has significantly outperformed US equity markets over the last 27 years by investing in US small-cap value stocks.  We discuss what value investing means to Richard, his focus on themes and the advantages of taking a sociological perspective.  We also explore the current environment, Richard’s investments in primary producers and why investing is the greatest game.

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About the series

Far From The Finishing Post is a podcast hosted by Tom Yeowart, fund manager, and George Viney, co-manager of Troy’s Global Equity strategy. As the name suggests, we believe that investing is an ongoing pursuit with no finishing line in sight. There is always lots to learn and plenty of ways to improve as investors.

In that spirit, Far From The Finishing Post seeks to explore the thoughts and practices of leading investors in an effort to grow our collective knowledge. Episodes will include discussions with fund managers at Troy and the talented external investors.

We plan to publish an episode each month. Please subscribe on Apple Podcasts or Spotify.

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Far From The Finishing Post explores the ideas and practices of leading investors in an effort to continuously grow our collective knowledge. This podcast is intended for UK listeners only. The views and information contained within this podcast do not constitute investment advice and should not be used as the basis for investment decisions. Please refer to Troy’s Glossary of Investment terms here. Any reference to securities should not be construed as a recommendation to buy or sell these securities. Any opinions expressed are those of the relevant individuals and do not necessarily reflect the views of Troy Asset Management and may be subject to change without notice. Past performance is not a guide to future performance and the value of an investment may fall as well as rise.

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