Many investors think all value strategies are fairly similar to each other. And as a result they expect the value funds they invest in will all perform similarly over time. But the reality is that the behind the scenes details that go into building a value strategy can play a major role in how it performs and lead to major deviations in performance among value funds.
In this episode, we take a look at:
- One way that value strategies can differ – the metric they use to define value;
- The major value metrics and the pros and cons of each of them;
- The construction of value composites, and;
- Why their benefit might come from the different source than what you think.
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