Tag: valuations

Following on from his presentation during our quarterly investor conference last week, Mark shows how value as a style has performed both recently and over the longer term.

(Apr 2020) In our new quarterly chartbook, Mark shows how Japanese value stocks have performed over the short and longer term

(Mar 2020) Mark and Ben compare the current state of the market and our funds with those experienced during the TMT shock of 1999/2000 and the GFC of 2008. They also explain their views on some stocks widely held by growth managers as well as those value stocks which they consider particularly compelling at present.