value investing

A near-perfect environment for cyclical stocks will unfold over the next year, says L1 Capital’s co-CIO Mark Landau. Alongside depressed share prices and “roaring...

Pro-value cycles have historically been long and durable. The evidence suggests we are in the early stages of what may be a powerful period of value outperformance....

The rotation into low multiple - or value - stocks has gathered pace in recent months following an acceleration in the vaccine rollout, combined with additional...

Why invest The simple answer to the fundamental question of why we invest is of course to make money. Perhaps to build personal wealth, or perhaps to build a...

Twelve months on from the COVID-19 led market correction, the rotation to value stocks has continued as further economic re opening beckons. Locally, Consumer...

Despite its strong run, the Allan Gray Australia Equity portfolio remains heavily tilted towards beaten-up cyclical companies, as their decade-long underperformance...

The monetary and fiscal stimulus poured into the global economy, in particular the US, over the last 12 months has seen our team find new opportunities for growth and...

In the past we have commented several times on the relative performance of value vs growth investing, including this article from the middle of last year, which...

For mostly obvious reasons, 2020 was the wildest year in recent memory for the global economy and markets across all asset classes. We saw markets fall and economic...

The last month marked the anniversary of the rapid global spread of COVID-19. It was a time of massive panic, underscored by unknown health risks, school and office...