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US Value interview

Thursday, August 11, 2016

US Value interview

With a range of issues to contemplate in the US in the coming months  including presidential elections, the Feds rate hiking path, the US dollar, what are the opportunities for value investing in the US.

Why do you believe value investing is currently such an attractive investment strategy? 

Market history shows that applying a low P/E value discipline to stock selection has rewarded investors with such powerful long-term results it seems inconceivable that they can be underweighted in the strategy. In a melt-up market, like the one we just experienced, growth stocks and index funds increasingly get bid up over value stocks as the market becomes less and less concerned about risk and valuation.

Read the full interview here:


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