Investors 'waiting on sidelines' for greater Brexit clarity
The stockmarket has been challenging for value investors over the last few years and this May was particularly difficult.
Uncertainty set to remain
Reviewing a challenging H1 2019 for the asset class
Risk assets outperformed 'safe haven' investments
Capacity awareness and position sizing vital
Top five holdings make up 45%
'Gap between value and price as wide as I have ever seen'