Uncovering the Real Value in AI: Insights from Setanta’s Value Investing Perspective
– January 2026
In this video, Setanta portfolio manager Dave Byrne discusses the rise of artificial intelligence, its impact on the world of work, and what it means for investors. Watch now to understand how AI is transforming industries, the opportunities, and uncertainties it presents, and how Setanta approaches investing in technology stocks in a rapidly evolving landscape.
Uncovering the Real Value in AI: Insights from Setanta’s Value Investing Perspective
The Setanta Lens on Value Investing: Value is More than a Number
– October 2025
In this video Setanta’s portfolio manager, Rowan Smith challenges the assumption that cheap stocks are always good value. Watch now to understand the importance of conducting fundamental research to unlock opportunity and avoid value traps.
The Setanta Lens on Value Investing: Value is More than a Number
Discover the Real Value in Luxury: Insights from Setanta’s Value Investing Experts
– September 2025
In this video we take a deep dive into the world of luxury goods with Setanta’s portfolio manager, Louis Meagher. Watch now to discover why luxury remains a compelling hunting ground for value investors—and what to look for in the next generation of global brands.
Discover the Real Value in Luxury: Insights from Setanta’s Value Investing Experts
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