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.

RELATED FUND

SICAV

Global Value Equity Fund

Class A

ISIN LU0859254822

Targeting attractively valued global companies with prospects for improving earnings growth.

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RELATED FUND

SICAV

Emerging Markets Discovery Equity Fund

Class A

ISIN LU1244138183

Utilises a contrarian approach seeking to invest in undervalued emerging markets companies which we believe are positioned to benefit from a re-rating thesis for change.

FACTSHEET

RELATED FUND

SICAV

US Large Cap Value Equity Fund

Class A

ISIN LU0133099654

Invest in large US companies with hidden value and potential overlooked by the market majority.

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RELATED FUND

SICAV

US Select Value Equity Fund

Class I

ISIN LU2187418350

An actively managed, highly concentrated, yet well-balanced, portfolio of 30-40 US large cap companies that we believe possess compelling valuations and the potential for fundamental improvement. We focus on higher-quality companies with strong brands, franchises, or assets that we think are undervalued. The fund is categorised as Article 8 under Sustainable Finance Disclosure Regulation (SFDR).

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