Learning from Value’s Performance over the Past Decade
Video
July 15, 2021
Value performance has been on an upward trend recently, after a prolonged period of relatively weak performance, making investors question the validity of the strategy and the existence of a value premium. Mehdi Alighanbari, Executive Director, MSCI Research and Abhishek Gupta, Executive Director, MSCI Research discuss reasons behind value's underperformance, potential ways to update definitions of value and how Value Growth indexes can potentially be more relevant benchmarks than market-cap indexes when evaluating the performance of style managers.
Tune in as we discuss value's underperformance and potential ways to update definitions of value.
Purifying Value
Regardless of a value investor's approach to portfolio construction, it remains critical to understand the nuances and dynamics of the value factor and how other factors have contributed to a value portfolio's risk/return characteristics.
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Hitendra Varsani and Bob Hum discuss the resurgence of value and how investors can use factors to reposition their portfolios for an economic reopening.
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