Why Value Matters: Is There More Opportunity Left In Oil?

War in the Middle East has blown oil prices through the roof but how does that affect the long play investment strategy of a Value investor? Collins St has had a dedicated Oil and Gas Fund for five years. In this episode, Managing Director Michael Goldberg talks us through the firm's oil thematic and why they believe that despite all the global turmoil caused by restrictions of travel in the Strait of Hormuz, there is still much more upside on the horizon to investing in this key commodity.