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Value investing - where did the value go?

It’s no secret that the last 20 years have been a trying and troublesome time for Value investors. Historically championed by some of the best and brightest in the industry, the strategy seems to have lost its way lately, leaving us all asking, ‘where’s the value!?’.

Join our analyst George Cliff as he investigates the reasons for such a sustained period of under-performance, how it might be that Value strategies could improve in the future BUT most importantly of all the perils of wedding yourself exclusively to any one strategy and style of investing.

What you will learn:
- Just how poorly Value strategies have performed across equity markets
- Why this may have been the case
- Whether there is any hope for Value strategies in the future
- How remaining flexible in your investing style is crucial in achieving top tier outcomes
Recorded Nov 12 2020 55 mins
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Presented by
George Cliff
Presentation preview: Value investing - where did the value go?

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  • Value investing - where did the value go? Recorded: Nov 12 2020 55 mins
    George Cliff
    It’s no secret that the last 20 years have been a trying and troublesome time for Value investors. Historically championed by some of the best and brightest in the industry, the strategy seems to have lost its way lately, leaving us all asking, ‘where’s the value!?’.

    Join our analyst George Cliff as he investigates the reasons for such a sustained period of under-performance, how it might be that Value strategies could improve in the future BUT most importantly of all the perils of wedding yourself exclusively to any one strategy and style of investing.

    What you will learn:
    - Just how poorly Value strategies have performed across equity markets
    - Why this may have been the case
    - Whether there is any hope for Value strategies in the future
    - How remaining flexible in your investing style is crucial in achieving top tier outcomes
  • Are your funds even trying? Recorded: Aug 19 2020 56 mins
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    • How fund size and age can impair returns and influence manager behaviour.
    • Why closet indexing and under-performance happen.

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  • Are your funds even trying? Recorded: Jul 14 2020 48 mins
    George Cliff
    Join our very own George Cliff as he talks you through one of the single biggest reasons why active funds under-perform their benchmark and how to use this to your advantage.

    This presentation will introduce you to the concept of closet indexing, its drag on portfolio performance but most importantly how to use this as an opportunity to consistently find winning funds!

    Our findings are ground-breaking and reflect our continued efforts to better our systematic approach to fund selection and the delivery of value to investors.

    We uncover some uncomfortable but welcome truths:
    - There are some great funds out there, genuinely delivering an active service. They’re just harder to find, and we show you how.
    - Out-performance can be consistently achieved using the right process.
    - How fund size and age can impair returns and influence manager behaviour.
    - Why closet indexing and under-performance happen.

    We hope you will join us as we unveil what could be the single biggest discovery of the last 10 years on how to generate real investment value for your active clients.
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  • Title: Value investing - where did the value go?
  • Live at: Nov 12 2020 10:00 am
  • Presented by: George Cliff
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