With European earnings growth projected to be low in 2025, investors are focusing on a potential recovery in 2026. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Laurent Douillet, senior equity strategist for BI, spoke with David Samra, founding partner of Artisan Partners’ International Value Group, about the similarities of value investing to two-for-one deals, with value investing providing both upside potential with downside protection. They also discussed the importance of intrinsic value, why strong balance sheets are crucial for investment safety and the inefficiencies present in non-US markets. The podcast was recorded on June 10.

<p>With European earnings growth projected to be low in 2025, investors are focusing on a potential recovery in 2026. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Laurent Douillet, senior equity strategist for BI, spoke with David Samra, founding partner of Artisan Partners&rsquo; International Value Group, about the similarities of value investing to two-for-one deals, with value investing providing both upside potential with downside protection. They also discussed the importance of intrinsic value, why strong balance sheets are crucial for investment safety and the inefficiencies present in non-US markets. The podcast was recorded on June 10.</p>

Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.

<p>Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.</p>

Inside Active by Bloomberg Intelligence

Artisan’s Samra Likens Value to Two-for-One Deal

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/09b72fcb-93e2-4d2a-845a-b314014c3f6f/transcript

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