Am compiling names with a value-based strategy in equities, that have a strong track record and are based in London. Have you guys come across following names and know more about culture, comp levels, discretion and the usual stuff that cannot be googled in seconds? Please PM me, if you do not want to share your thoughts openly on the shops.
Oldfield Partners
Marathon Asset Management (not the credit shop)
Orbis
Phoenix Asset Management
Southeastern Asset Management
Chilton Investment
Thanks