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
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
Over 400 value style funds have been closed or merged away since 2015
Investors should expect the ‘vast chasm’ between value and growth to close further
‘We see no fundamental justification for value stocks to be quite so unloved’
‘If you buy the cheapest stocks, they do go up eventually’