Value investing has been under fire in the past decade. Although value has performed much better since the COVID market bottom, it went through an extended period prior to that where it struggled badly. And that led some to declare that value is dead.
In this episode we put all of this in context with Jim Cullen, author of “The Case for Long-Term Value Investing: A guide to the data and strategies that drive stock market success”. We discuss why value works over the long-term, whether the strategy’s best days are behind it and the details of building value portfolios. We also talk about the benefits of discretionary and systematic approaches to value.
We hope you enjoy the discussion.
