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Simon Gergel – This UK Mid-Cap Offers Compelling Value

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Simon Gerbel is speaking at the London Value Investment Conference. Simon holds the position of Chief Investment Officer for UK Equities at Allianz Global Investors, where he also leads the European Value & Income Investment Style Team. He manages several key funds, including The Merchants Trust plc and co-manages the Allianz UK Listed Equity Income Fund, demonstrating his significant influence in the UK equity space. He boasts a robust academic background with an MA in Mathematics from Cambridge University and is a recognized associate of the CFA Society of the UK.

Investment Philosophy

  • Total Return with a Value Tilt: AllianzGI prioritizes total return, encompassing both capital appreciation and income generation. Their value-oriented approach targets undervalued companies with...

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