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$210bn 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.

December 2021 / VIDEO

Global Equities: Thoughts from a Value Investor

Global Equities: Thoughts from a Value Investor

Global Equities: Thoughts from a Value Investor

Where are the value opportunities today and how will the environment evolve in 2022?

By Sebastien Mallet

Sebastien Mallet Portfolio Manager

November 2021 / MARKET OUTLOOK

How ESG Helps Make Us Better Value Investors

How ESG Helps Make Us Better Value Investors

How ESG Helps Make Us Better Value Investors

Advantages of incorporating ESG factors into company analysis

By Sebastien Mallet

Sebastien Mallet Portfolio Manager

October 2021 / INVESTMENT INSIGHTS

The U.S. Value Stock Rally—Expect a Shift to Quality

The U.S. Value Stock Rally—Expect a Shift to Quality

The U.S. Value Stock Rally—Expect a Shift...

Higher-quality value stocks set to lead the next stage

By Eric Papesh

Eric Papesh Portfolio Specialist

August 2021 / INVESTMENT INSIGHTS

Is the Value Rally in Emerging Markets Sustainable?

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 Begun

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

RELATED FUND
SICAV
Class I USD
ISIN LU0859255472
A conviction-based global portfolio of around 80-100 companies that we believe are attractively valued with prospects for improving earnings growth. We invest across the value spectrum, seeking to deliver positive excess returns regardless of which value substyle is currently favoured by the market.
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Fund Size
(USD)
$543.5m
FACTSHEET
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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Fund Size
(USD)
$118.3m
FACTSHEET
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.
View More...
Fund Size
(USD)
$1.1b
FACTSHEET
RELATED FUND
SICAV
Class I USD
ISIN LU2187418350
A 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.
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Fund Size
(USD)
$10.6m
FACTSHEET