The Value Opportunity
What does the future look like for Value investors post-COVID?
Is this the start of a new era for Value?
After more than a decade of growth leadership in equity markets, does the prospect of an extended period of rising rates and higher inflation finally create a better playing field for value stocks to outperform? With our Value expertise spanning over 30 years’ and more than US$225bn in client portfolios, we believe we can help you understand today’s evolving market landscape.
Please find the latest insights from our global teams below, as well as details of our range of specialist Value funds.
After more than a decade of growth leadership in equity markets, does the prospect of an extended period of rising rates and higher inflation finally create a better playing field for value stocks to outperform? With our Value expertise spanning over 30 years’ and more than US$225bn in client portfolios, we believe we can help you understand today’s evolving market landscape.
Please find the latest insights from our global teams below, as well as details of our range of specialist Value funds.
RELATED FUND
SICAV
Class I
ISIN
LU0859255472
We employ a relative value approach that looks holistically across the value spectrum to identify companies with durable free cash flows that are not fully appreciated by the market. We aim to maintain a core portfolio of quality companies but will also pursue attractive risk/reward opportunities in out-of-favour cyclical companies and deep-value turnaround situations. The manager is not constrained by the funds benchmark, which is used for performance comparison purposes only.
View More...
View more information on risks
FACTSHEET
RELATED FUND
SICAV
Class I
ISIN
LU1244138340
We look for signs of positive fundamental change among stable, but unloved, businesses that we believe are facing unwarranted scepticism from investors. Meeting company management is central to our approach, as we aim to identify quality teams with strategic vision, a roadmap for success and the ability to execute. The manager is not constrained by the funds benchmark, which is used for performance comparison purposes only.
View More...
View more information on risks
FACTSHEET
RELATED FUND
SICAV
Class I
ISIN
LU0133100338
We focus on relative value, searching for companies with solid businesses, strong balance sheets, and durable earnings profiles that are inexpensive relative to their history, sector or the market. We balance our valuation analysis with qualitative factors to identify the most compelling valuation opportunities. The manager is not constrained by the funds benchmark, which is used for performance comparison purposes only.
View More...
View more information on risks
FACTSHEET
RELATED FUND
SICAV
Class I
ISIN
LU2187418350
We employ a risk-aware, long-term, and value-oriented investment approach with a focus on relative valuation opportunities. Our investment process emphasises companies with high-quality business models that are trading at discounts relative to their history, their competitors, or to the market as a whole. The manager is not constrained by the funds benchmark, which is used for performance comparison purposes only.
View More...
View more information on risks
FACTSHEET