James Williamson is the Chief Investment Officer at Wentworth Williamson, about their equity fund and their stable income fund. The equity fund is a "go-anywhere" strategy, investing in deep-value Australian listed companies with $60 million of funds under management. Meanwhile, their stable income fund, which is a private credit fund, targets a return of 5% above the RBA cash rate and has $100 million of funds under management.

If you are a value investor, then you may have had a tough number of years investing in current markets. On this point, I think you are really going to benefit from James's experience and insights. For me, the biggest question I have been wondering is, has the winter finally thawed for Aussie deep-value companies? James digs into how he thinks the health of a number of companies in deep-value territory is now ...