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Why value is better at taking market beat-downs

Value stocks are hit harder in market drawdowns but come out of them faster and harder, according to research from Pzena Investment Management.

Lachlan Maddock | 7th Nov 2024 | More
Blind faith in growth tech stocks doesn’t add up: Pzena

Where the market goes from here is a question each investor much face on their own, but for those looking to chase the growth tail and tip into what are a small clutch of highly price equities, Pzena has a sobering history lesson.

Tahn Sharpe | 29th Jul 2024 | More
The three steps that matter for contrarian investors in the ‘zero-sum game’

Contrarian investors are adept at spotting misalignment that leads to arbitrage between real value and perceived value. But it isn’t easy. “True bargains are hard to come by,” says Orbis Investments’ Eric Marais.

Tahn Sharpe | 8th Apr 2024 | More
  • The future of value

    The recent underappreciation of value stocks has made them an attractive proposition, but knowing the most important metrics to look at when appraising companies is crucial.

    Rob Perrone, Eric Marais & Shane Woldendorp | 23rd Nov 2023 | More
    Waiting for the weight to shift: Atrium

    Markets may not always do what’s expected, but fundamental valuations and adherence to timelines will usually win out eventually according to Atrium Investment Management.

    Tahn Sharpe | 21st Nov 2022 | More
    Value investing in a changing market: INDepth with Cory Martin from Barrow Hanley

    Cory Martin from Barrow Hanley goes in-depth with Peter White from The Inside Network on value investing in a changing market.

    The Inside Adviser | 17th May 2022 | More
  • INSight #197 with Cory Martin from Barrow Hanley

    Cory Martin from Barrow Hanley shares insights with Peter White from The Inside Network on the most common misconception of value investing.

    The Inside Adviser | 17th May 2022 | More
    Growth managers continue to shine

    It’s been a while since “value investing” made sense: the style has suffered a dreadful stretch of performance since the 2008 financial crisis. The ‘Warren Buffett’ mantra of buying low (cheap) and selling high has seen value-oriented managers underperform the market year after year. But that’s not to say value investing is dead, it’s just…

    Ishan Dan | 19th Oct 2020 | More
  • Why now is the right time for value

    The past two years have seen poor performance for value style indices and typical value managers globally, and stronger performance for momentum, growth and quality factors. There have been recent comments in the market that value is broken or that this could be the death of value.

    Contributor | 10th Sep 2019 | More