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When Value shares strike back

15 Jun 2020

When we design our portfolios, we don’t focus on just the large popular company sector (referred to as Growth companies). 

Rather, independent evidence suggests there is a higher expected return available for investors from investing in Smaller companies and Value (less popular) companies.  We believe these proven areas of higher expected return are a risk worth taking.  However, like any risk, they aren’t guaranteed and don’t show up all the time. 

Here are a couple of short, two minute, videos that explain how this Value premium works and why we think it’s worth persisting with.

Why Value?

When Value strikes back