Dr Hendrik Leber, managing partner, Acatis Investment,
'Some industries may never return to former glory'
On the 09.01.20 at 4:00PM
Value investing veteran Dr Hendrik Leber, managing partner at Acatis Investment, on the evolving nature of “value” and why some industries may not bounce back.
“This Time is Different” is considered to be a very a risky statement. Particularly in the year 1999, when value investors were seen as big losers, the trend reversed in just a year and value investors were richly rewarded.