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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
Class A
ISIN LU0859254822
An actively managed, 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. The fund is categorised as Article 8 under Sustainable Finance Disclosure Regulation (SFDR).
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RELATED FUND
SICAV
Class A
ISIN LU1244138183
A focused, yet well-diversified, actively managed 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. The fund is categorised as Article 8 under Sustainable Finance Disclosure Regulation (SFDR).
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