value investing

Revisiting Dr Hofflin's prescient 2019 prediction on China and eyeing opportunities into the future.

By nature they’re sceptics, and at key junctures become contrarians. I show why they should disbelieve the orthodoxy – and why it matters.

Forager Funds CIO, Steve Johnson and Co-Portfolio Manager Gareth Brown discuss the new drug taking the world – and stock markets – by storm.

Forager Funds Management CIO, Steve Johnson details 3 ingredients for deep value success and one ASX-listed company that meets his criteria.

In this wire, Steve Johnson, CIO of Forager Funds Management and Gaston Amoros, Senior Analyst, discuss the market confusion

Are the biggest stocks on the ASX overvalued? Let's look at Commonwealth Bank, CSL, and BHP to find out.

It's one thing to be a value investor, it's another thing to know where the valuable investments are.

In this article I explore one of the behavioural biases that creates opportunity for value investors.

But isn’t value just dialing into recession risk? We take a deep dive into one of the most commonly asked questions by investors

After some time on the sidelines, Co-Portfolio Manager Gareth Brown is back in the hot seat, joining me for the latest episode of Stocks Neat as we delve into lessons...

Martin Currie has combined its value focus with sustainability, to deliver outperformance and an award winning fund.

With the world's financial system on fire, what more could you want...

On scammers, traps and finding value in today's market, Lazard's Warryn Robertson isn't afraid to reveal it all.

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...