Publication

Part 1

Can value underperformance continue?

22 Apr 2021 - Estimated reading time: 5 minutes

After a decade of lagging the broader market, does the value style factor still deserve a place in an investor’s equity portfolio over the long term? This article, the first in a two-part series, will consider some of the key reasons for value’s underperformance along with examining the conditions it traditionally performs well under and the catalysts for it to rebound.

Read the first article in our two-part series to find out:

  • What is value investing?
  • What has caused the underperformance of the value premium?
  • Market environments when value performs well
  • Conditions for value to re-bound and main risks that it won’t deliver
Can value underperformance continue? (Part 1)

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You can also read the second article (part 2 in the series) here.

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