value investing

Being greedy when others are fearful sounds good in theory, but scarce few investors put it into practice - as was the case with UK equities

Buying ‘value’ companies could once again be the dominant factor for generating alpha over the medium term as ‘sticky’ inflation persists.

Over the long run, value portfolios beat growth portfolios at their own game.

Value portfolios always win... because they have better growth.

Across most of history, if you were going to own value stocks, you would have really wanted to own the very cheapest of them. Exhibit 8 shows the performance of the...

The 12 months to September 30 were the best for value relative to growth performance since the fall of 2001. It was a huge relief for those value investors who...

For about a decade, value investing sat in the naughty corner. It consistently ran a distant second to the growth/momentum dynamic that saw global markets climb to...

The old adage that "past performance is not an indicator of future returns" is possibly more relevant in today's market than ever before.  When the market is driven...

Global growth stocks enjoyed a golden period in recent years. This continued throughout the pandemic as lifestyles (and spending habits) quickly adjusted to new ways...

Who said value investing means crappy businesses? It’s something we’ve pondered off the back of some questions around our own style. In this episode of Stocks Neat,...

There’s a lot of talk of recessions at the moment – and that’s saying something, given Australia is not in a recession (at least at this stage). In fact, it isn’t even...

Only six months ago, John Tobin, Managing Director and Portfolio Manager at Epoch Investment Partners, would have suggested the market outlook was fairly...

Tech stocks have borne the brunt of the recent sell off in equity markets. And while the Nasdaq is firmly in bear market territory, unprofitable tech stocks have been...

One of the current raging debates in the market is whether one should invest in Growth or Value. There is no set delineation of Growth or Value, but the generally...

In this episode of the Stocks Neat podcast, I am joined by whisky-naysayer (and Senior Analyst at Forager Funds) Chloe Stokes to discuss the bid for Twitter, social...

When a good story trumps rationality Despite our best efforts, human nature dictates that in life and in investing we often find ourselves making irrational...

While Forager may love an undiscovered winner, it also prizes larger, lower-risk businesses to help balance portfolios with liquidity and diversification. In this...

It is impossible to ignore the trend towards electrification in society, says Datt Capital's Emanuel Datt. So in this wire, he identifies three core commodities that...

In the latest episode of Stocks Neat, Forager’s Steve Johnson and Gareth Brown answer the age-old question: is whisky really a worthwhile investment? Joined later by...

That an article discussing the benefits of aligned interests should even need to be written deeply concerns and somewhat surprises me. Nevertheless, it's clear from...