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Investment views

Value Investing in the spotlight

19 August 2019

Is the death of Value investing much exaggerated, or long overdue?

Value investing has delivered over the long term, but faced challenges in recent times. Below are the latest views from our investment teams.

Contrarian: Alastair Mundy on Value

Renowned Value investor Alastair Mundy gives us his unique take on the world of Value investing. By clicking this link you will be redirected to the UK site.

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Multi-Asset: Value is dead. Long live Value!

Philip Saunders takes a frank look at out of favour Value. While Value's extended under-performance has been painful, the correlation between this under-performance and aspects of this unusual, extended cycle have been pronounced. As the probability of a downturn increases, he reminds us that merely looking at the conventional value indices obscures the fact that some value investing methodologies have proved more efficacious than others.

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4Factor: Value investing – dead or dormant?

Value stocks are seemingly more unloved than they’ve been since the end of the century. Rhynhardt Roodt looks at whether Value investing is dead, or just cyclically dormant.

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Focus on Fundamentals, not style

Value underperformance has posed a challenge to investors. We believe value’s effectiveness as a predictor of returns will in time revert to the mean. Find out how 4Factor assess value.

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The value of investments, and any income generated from them, can fall as well as rise. Where charges are taken from capital, this may constrain future growth.

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