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Don’t go chasing unicorns (or interest rates): The value-growth fairy story

Blame the unicorn-hunters. Or luck. Just don’t point the finger at central bankers for the recent value-v-growth stock performance trends, according to quantitative investment legend, Cliff Asness.

David Chaplin | 19th Aug 2022 | More
‘A narrow path forward’ between value and growth

While value has been the winner of the recent market rout and growth the loser, a zealous adherence to either style could see managers burned by economic downturn.

Lachlan Maddock | 8th Jul 2022 | More
Why the value cycle has room to run

According to Pzena Investment Management, the value cycle is now truly under way – and shows no signs of slowing.   New York-based Pzena Investment Management began to track the value rotation in late 2020, with its analysis research showing that deep value stocks have outperformed by around 37.4 per cent since. But the question…

Lachlan Maddock | 16th Mar 2022 | More
  • You can’t teach an old manager new tricks: Hyperion

    Active manages have failed to heed changing times – and changing markets. But while Hyperion doesn’t do “concept stocks”, it’s got its eyes on plenty of disruptors. The great elephant in the room for active managers has been their inability to outperform the index long-term. Around 93.4 per cent of international equity managers and 86.3…

    Lachlan Maddock | 26th Nov 2021 | More
    Howard Marks on value/growth: forget the terms

    Howard Marks, one of the investment world’s more celebrated investors, has added his voice to other celebrated investors in decrying continued use of the terms ‘value’ and ‘growth’. The co-founder and co-chair of Oaktree Capital Management, Los Angeles-based, predominantly fixed income and credit strategies, firm addressed the opening session of the CFA Societies Australia conference,…

    Greg Bright | 15th Oct 2021 | More