For Professional Investors Only Entranced by AI narratives and winner-takes-most economics, some investors have begun to question whether discounted cashflow-based valuation analysis is still fit for purpose. However, in the view of Longview Partners’ CEO, Marina Lund, it remains a key link between business strength and shareholder value. A client recently asked whether discounted cashflow … Read more
Quality investing: down but not out As published by FT Adviser on 8th May 2026. Markets have rewarded excitement over consistency for the past two years. But when narratives dominate and valuations stretch, investors can lose sight of the businesses quietly continuing to execute, compound and strengthen their competitive positions. In this article for FT … Read more
When the story becomes the strategy As published by Portfolio Adviser on 6th May 2026. When a narrative becomes powerful enough, it can start to replace analysis altogether. The AI story may prove broadly correct. But markets that treat possible outcomes as certainties risk losing sight of valuation, durability and fundamentals. In this article for … Read more
Why the AI disruption narrative is a blunt instrument As published by Funds Europe on 14th April 2026. The AI disruption narrative is powerful. But we believe markets rarely reward consensus forever. As flows concentrate around a handful of names, the gap between perception and fundamentals is widening. In an article published by Funds Europe, … Read more
Quality investing: under pressure, or misunderstood? For Professional Investors Only Longview Partners’ Chief Investment Officer Alexander Philipps explains why narrative-driven equity markets are challenging traditional definitions of quality and creating compelling opportunities at the same time. Global equity markets are being shaped by powerful, fast-moving themes. The rise of artificial intelligence and dominance of momentum-driven … Read more
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