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Which managers are leading the value investing boom?

In a nutshell, value investing is buying ‘quality’ companies at prices well below intrinsic value. Quality defined using four characteristics: Quality business that sells quality products, usually market leaders. Low debt – Tend to handle downturns better. Sound management Recurring earnings – Start-ups are not preferred. Warren Buffett’s famous saying “Finding an outstanding company at…
Ishan Dan | 26th Apr 2021 | More
Growth strategies stay on top of value

Growth managers continue to show their wares in the first quarter of 2020, holding up better than their value counterparts across Australian equity funds, declining only slightly less than the benchmark. The COVID-19-induced volatility over the first quarter led investors to assume that value strategies would come out on top. Morningstar says: “Looking at the…
Drew Meredith | 27th Apr 2020 | More