ECP | Luxemburg, 15.05.2020
As value investors, we continue to have a tough time in the stock markets. The underperformance of value stocks has reached new extremes and is now like the levels seen before the Internet bubble burst. A limited number of companies have taken the leadership and represent currently an unprecedent level of the stock market capitalization.
Mit freundlichen Grüssen aus Luxembourg
Léon Kirch, CIO & Partner
