Excess Returns
Excess Returns
Aug 23, 2020
Four Reasons Value Investing Might Not be Dead Yet
Play episode · 19 min

Value investors have fallen on difficult times in the most recent decade. Value's extended underperformance has led many to question whether the strategy still works or if it is broken in some fundamental way. In this episode, we look at these arguments and discuss why we still believe in value. 

We discuss:

- Whether value is cheap on a relative and absolute basis

- If the risk- and behavioral-based arguments for value still hold

- Why history gives us some reason for optimism

- Why underperfomance would not be what we would expect if value is truly dead 

ABOUT THE PODCAST

Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.

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https://www.validea.com

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https://www.valideacapital.com

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Twitter: https://twitter.com/practicalquant

LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094

FOLLOW JUSTIN 

Twitter: https://twitter.com/jjcarbonneau

LinkedIn: https://www.linkedin.com/in/jcarbonneau


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