Value investing and ESG make uneasy bedfellows
Rotation away from growth raises questions about how sustainable strategies will perform
Rotation away from growth raises questions about how sustainable strategies will perform
The JOHCM UK Equity Income managers discuss collaboration, careful stockpicking and intentionally high hurdles
JP Morgan’s Fiona Harris says it is fertile ground, even if growth stocks are the ones grabbing the headlines
But Redwheel managed trust sees NAV fall 4% amid unpredictable markets in H1
How the forces that previously challenged value stocks are now driving the investment style’s resurgence
By focusing on an individual rather than a group, professional investors can reduce the psychological distance to those they are trying to serve
Over the past 18 months, FTSE 100 investors have arguably benefitted as much from what the index lacks as it constitutes
Everything has a price and investors must understand exactly what that is to justify each position they own
EP Global Opportunities will become one of the few remaining self-managed investment trusts
Just a quarter of active funds outperformed their passive counterparts in Q2
When it comes to England’s chances in a football tournament or a company in the stockmarket, human emotion really does not change – but at least, in the latter context, value investing can take advantage
Part of the problem today is that not much looks cheap