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

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

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

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.

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

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