Top fund manager David Winters says it’s a “great time to be a value investor”. Winters tells Bloomberg that “I think there’s a lot to do today because people are so negative. It’s a great time to be a value investor.” One area where he’s finding a lot of value: Switzerland. Winters also talks about his broader investment philosophy, which involves looking for businesses that have improving economics, a cheap share price, and management working for all shareholders.
[youtube=http://www.youtube.com/watch?v=rJgKWt3hKCo]