July 2nd, 2020:  https://www.livewiremarkets.com/wires/pulling-the-trigger

Uncertainty creates opportunity but the best decisions rarely feel comfortable. For Vince Pezzullo, Deputy Head of Equities at Perpetual and Portfolio Manager of Perpetual Equity Investment Company Limited (ASX: PIC), the vicious sell off in March forced him to react quickly and buy oversold equities. 

At a time when there was maximum noise and an information vacuum Pezzullo says that it was critical, as a value investor, to go back to first principles.

[click on the link above for the full interview - and video - which is Livewiremarkets' James Marlay interviewing Perpetual's Vince Pezullo]