The Value Opportunity
What does the future look like for Value investors post-COVID?
Growth has consistently and significantly outperformed Value for over a decade, a trend that has accelerated in recent years as fast growing, highly valued tech stocks have left many Value investors behind. So, as we consider the post-COVID landscape, what are the prospects for Value? Can it finally challenge Growth’s style leadership, and is it sustainable? Having gained over 30 years’ experience of investing in Value portfolios, which total more than US$130bn under management, we think we can help you understand these dynamics. Please find our latest investment insights below, along with details of our range of Value funds.

August 2021 / INVESTMENT INSIGHTS

Is the Value Rally in Emerging Markets Sustain...

Is the Value Rally in Emerging Markets Sustainable?

Is the Value Rally in Emerging Markets Sustainable...

Value investing is coming in from the cold

By Ernest Yeung

Ernest Yeung Portfolio Manager

August 2021 / ASSET ALLOCATION VIEWPOINT

Sticking With Value

Sticking With Value

Sticking With Value

Despite strong fundamentals, growth stock valuations are extreme

By Tim Murray

Tim Murray Capital Markets Analyst

July 2021 / INVESTMENT INSIGHTS

Why This “Value” Recovery May Have Only Just...

Why This “Value” Recovery May Have Only Just Begun

Why This “Value” Recovery May Have Only Just...

Economic recovery and earnings momentum set to sustain the rotation back to value

By Sebastien Mallet

Sebastien Mallet Portfolio Manager

June 2021 / INVESTMENT INSIGHTS

Finding Value in Equity Markets Amid Elevated...

Finding Value in Equity Markets Amid Elevated Valuations

Finding Value in Equity Markets Amid Elevated...

When the upside potential may be limited, selectivity is required

By Yoram Lustig & Michael Walsh

By Yoram Lustig & Michael Walsh

June 2021 / INVESTMENT INSIGHTS

Seeking Value Stocks on the Right Side of...

Seeking Value Stocks on the Right Side of Change

Seeking Value Stocks on the Right Side of...

Accelerating disruption creates potential opportunities for value investors

By Mark S. Finn

Mark S. Finn Portfolio Manager

May 2021 / INVESTMENT INSIGHTS

What’s Next for Value Stocks

What’s Next for Value Stocks

What’s Next for Value Stocks

Value stocks have rallied, but we see the potential for more upside

By John Linehan

John Linehan Portfolio Manager

RELATED FUND
SICAV
Class I USD
ISIN LU0859255472
A conviction-based global portfolio of around 80-100 attractively valued companies. We invest across the value spectrum, from deep value through to higher quality, more defensive companies, seeking to deliver positive excess returns regardless of which value substyle is currently favoured by the market.
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3YR Return
(Annualised)
11.60%
Fund Size
(USD)
$535.8m
RELATED FUND
SICAV
Class Q USD
ISIN LU1028172226
A best ideas portfolio of around 70-80 US large cap companies with hidden value and upside potential that we believe are overlooked by the market. We look for high quality companies with effective management teams where we believe they can materially improve the business.
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3YR Return
(Annualised)
7.99%
Fund Size
(USD)
$973.6m
RELATED FUND
SICAV
Class I USD
ISIN LU1244138340
A focused, yet well-diversified all-cap fund of typically 50-80 emerging markets companies. We seek to identify “forgotten” stocks that are under-owned and under-researched by mainstream investors, and which we believe are positioned to benefit from a fundamental re-rating.
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3YR Return
(Annualised)
10.03%
Fund Size
(USD)
$133.3m