Has the sun set on value or just the value manager?
Over 400 value style funds have been closed or merged away since 2015
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’
Value investing isn’t all about banking, basic materials and traditional retailing
Flurry of positive vaccine news sees out of favour UK and cyclical stocks deliver double digit gains
Unusual political episodes often create opportunities for long-term investors prepared to think independently
‘I am not rushing to remove any of the value funds in our portfolios’
‘Fund launches themselves are not a reliable indicator that a style or asset class is going to perform’
Fears of a second lockdown and messy Brexit negotiations spook investors
Tom Dobell, Alastair Mundy and Mark Barnett have all exited this year
Ninety One reportedly had high hopes of keeping mandate despite star manager leaving for teaching career