ECP | Luxemburg, 30.10.2020
Recently we came across a couple of articles formulating cases either “for” or “against” value investment. True to their style of financial journalism, authors bucketed the entire investable universe based on a few fundamental metrics and ran all sorts of academic analysis based on lowly valued deciles to put forth their respective arguments. But is this all there to value investment? Or Is this how value investors approach investing? We do not think so.
Mit freundlichen Grüssen aus Luxembourg
Léon Kirch, CIO & Partner
