Harrington Cooper and Nissay AM launch Japanese value UCITS fund
Concentrated portfolio with a mid-cap focus
Value
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Dewi John: Spotting the growth rebound’s winners and losers
While the market can famously remain irrational longer than investors can remain solvent, analysis suggests this growth rally is thinly supported
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Value investing and ESG make uneasy bedfellows
Rotation away from growth raises questions about how sustainable strategies will perform
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Lowen and Beagles: The secret to our (long-term) success
The JOHCM UK Equity Income managers discuss collaboration, careful stockpicking and intentionally high hurdles
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Investors rediscover charms of US equity income
JP Morgan’s Fiona Harris says it is fertile ground, even if growth stocks are the ones grabbing the headlines
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Temple Bar hikes dividend forecast after stronger than expected revenues
But Redwheel managed trust sees NAV fall 4% amid unpredictable markets in H1
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Jonas Edholm: Five former foes of value that have become its allies
How the forces that previously challenged value stocks are now driving the investment style’s resurgence
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Dan Kemp: The most vital question ever put to me as a portfolio adviser
By focusing on an individual rather than a group, professional investors can reduce the psychological distance to those they are trying to serve
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Dewi John: Value vs growth debate needs healthy dose of scepticism
Over the past 18 months, FTSE 100 investors have arguably benefitted as much from what the index lacks as it constitutes
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Steven Romick: Price matters – no matter how good your business is
Everything has a price and investors must understand exactly what that is to justify each position they own
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Value trust sticks with Sandy Nairn despite ending Franklin Templeton arrangement
EP Global Opportunities will become one of the few remaining self-managed investment trusts
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High active share key to beating passives as value rally stalls
Just a quarter of active funds outperformed their passive counterparts in Q2