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.
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)
12.08%
Fund Size
(USD)
$482.9m
RELATED FUND
SICAV
Class I USD
ISIN LU0133100338
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)
11.88%
Fund Size
(USD)
$738.9m
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)
8.75%
Fund Size
(USD)
$177.6m