Strategic Value Investing

Actionable investment strategies in value

Key Points:

  • Despite value investing’s recent struggles, we see potential opportunities in value. However, there are important nuances to consider
  • We believe investors should always maintain a strategic allocation to value within their portfolio given diversification benefits
  • Given the current market environment, we believe it may be a good time to add value exposure

Value vs. Growth and Diversification

After a run for growth investing, why might a strategic value allocation be prudent?

LEARN MORE

Understanding value’s recent struggles

It’s important to understand the headwinds value investors have faced in recent years.

Learn More

Not all value managers are created equal

There is a wide spectrum of value investing styles, and some managers have fared better than others.

Learn More

Utilize a manager with a thoughtful approach to value investing

Many value managers only consider simple factors like valuation multiples. We believe that active managers must take a more comprehensive approach to succeed in the value universe.

Learn More

Why we believe investors should always maintain a strategic allocation to value

Diversification is a time-tested lynchpin of investing and risk management. How can your value allocation help with diversification?

Learn More

Reasons to consider adding value to your portfolio today

What about today’s market environment may benefit value investors?

Learn More

Additional Information about Harbor Funds