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.

July 2022 / INVESTMENT INSIGHTS

Value Has Returned to High Yield

Value Has Returned to High Yield

Value Has Returned to High Yield

Fundamentals are strong, and spreads are attractive.

By Michael Della Vedova & Stephen Marsh

By Michael Della Vedova & Stephen Marsh

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

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, Global Value Equity Fund

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, Global Value Equity Fund

RELATED FUND
SICAV
Class I
ISIN LU0859255472
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.
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RELATED FUND
SICAV
Class I
ISIN LU1244138340
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.
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RELATED FUND
SICAV
Class Q (GBP)
ISIN LU1028172226
We focus on relative value, searching for companies with solid businesses, strong balance sheets, and durable earnings profiles that are inexpensive relative to their history, sector or the market. We balance our valuation analysis with qualitative factors to identify the most compelling valuation opportunities. The manager is not constrained by the funds benchmark, which is used for performance comparison purposes only.
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RELATED FUND
SICAV
Class I
ISIN LU2187418350
We employ a risk-aware, long-term, and value-oriented investment approach with a focus on relative valuation opportunities. Our investment process emphasises companies with high-quality business models that are trading at discounts relative to their history, their competitors, or to the market as a whole. The manager is not constrained by the funds benchmark, which is used for performance comparison purposes only.
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