Conditions are ripe for a massive snapback

Discover why Jason Kim of Tyndall AM believes value is set to outshine growth in 2023.
Jason Kim

Tyndall AM

After 12 years value is making a comeback. With inflation and interest rates on the rise and growth stocks trading at a significant premium, today’s market conditions provide the ideal backdrop for value to outperform in the years ahead. Join me for Tyndall AM’s three-part Good Value Series, where I discuss the current state of play and where we’re finding opportunities for outperformance. Don't forget to hit the follow button to be the first to watch the series. 

Episode 1: Why value will outperform in 2023 and beyond 

In the first episode, I look at current market conditions and detail why we believe they’re so favourable to value stocks. I also reveal the reasons why I can see a massive snapback in 2023.

Next week - How we find value in the Australian share market

Our approach to value investing doesn't rely on simple, fundamental metrics. Instead, we focus on gaining a complete understanding of a stock's underlying intrinsic value so we can identify underpriced stocks that we believe will outperform.

Like to know more?

If you’d like to discuss why now could be the right time to add value to your portfolio, or for information on our value funds, please visit our website



Jason Kim
Portfolio Manager & Senior Analyst
Tyndall AM

Jason has over 28 years’ experience in investment management. Prior to joining Tyndall, Jason worked with ASSIRT and Deutsche Funds Management as an analyst and portfolio manager focusing on strategic asset allocation, managed funds research and...

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.

Comments

Sign In or Join Free to comment