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.

September 2022 / INVESTMENT INSIGHTS

How Value Can Benefit From a New Investment Cycle

How Value Can Benefit From a New Investment Cycle

How Value Can Benefit From a New Investment...

Four factors set to drive a boom in capital expenditure

By Ernest Yeung

Ernest Yeung Portfolio Manager

August 2022 / INVESTMENT INSIGHTS

Value Investing: A Q&A With Sebastien Mallet

Value Investing: A Q&A With Sebastien Mallet

Value Investing: A Q&A With Sebastien Mallet...

A decade of insights, and reasons why I am optimistic about the next 10 years

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Fund

July 2022 / INVESTMENT INSIGHTS

Will Signs of Peak Inflation Bring About a Turnaround in “Growth” Stocks?

Will Signs of Peak Inflation Bring About a Turnaround in “Growth” Stocks?

Will Signs of Peak Inflation Bring About...

Headwinds diminishing and valuations now more attractive

By Laurence Taylor

Laurence Taylor Portfolio Specialist

June 2022 / INVESTMENT INSIGHTS

This Time, the U.S. Value Rotation May Have Longevity

This Time, the U.S. Value Rotation May Have Longevity

This Time, the U.S. Value Rotation May Have...

More persistent inflation and rising interest rates change the landscape

By Gabe Solomon

Gabe Solomon Portfolio Manager

April 2022 / INVESTMENT INSIGHTS

A Closer Look at Inflation and the “Value Rally”

A Closer Look at Inflation and the “Value Rally”

A Closer Look at Inflation and the “Value...

Discovering new ideas that deliver value

By David J. Eiswert

David J. Eiswert Portfolio Manager

RELATED FUND
SICAV
Class I
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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FACTSHEET
RELATED FUND
SICAV
Class I
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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FACTSHEET
RELATED FUND
SICAV
Class I
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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FACTSHEET
RELATED FUND
SICAV
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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FACTSHEET