Stephen Bland talks about his own investing strategy in this Motley Fool article
http://www.fool.co.uk/news/investing/2012/06/07/how-i-invest-now.aspx?source=ufwflwlnk0000001
I am certainly up for Investing the farm on a few companies, infact that is exactly how I run my portfolio. As I honestly believe that is perhaps one of the best ways to make a lot of money by taking sensible calculated risks.
Although I am a big fan of dividends, I still have most of my Investments in value plays.
There are plenty of value plays in the Investing universe, however experience has taught me more often then not the best value plays tends to be in the mid-large caps quite simply because they are more likely to recover and out the value then the small caps.
I don't think I would have had the stomach to hold onto LLOY in my HYP during the banking crash, I am quite surprised Stephen did tbh, he held true to his word of not tinkering mind.
