Why has value investing underperformed growth investing for over twelve years and how to position your portfolio for the eventual rebound in value investing.

In this episode you will learn:

The difference between growth and value investing and why value investing outperforms growth investing over the long-term.
How value and growth indices are constructed and how they differ from fundamental indexing.
What are the risks and opportunities of investing in concentrated, deep-value managers.
Why value investing will eventually rebound.

Thanks to WIX and Sleep Number for sponsoring the episode.

For show notes and more information on this episode click here.

[0:18] What is value investing?
[2:07] A historical look at growth vs. value yields.
[5:41] The return of the value stock in the early 2000s.
[11:07] The twelve and a half years of underperforming value stocks.
[13:09] The sectors controlling the performance of value and growth stocks.
[15:01] Better understanding the indices.
[20:31] Using fundamentally weighted indices to balance your portfolio.
[23:10] Are underperforming managers struggling because of poor skills or because of unfavored strategies?
[29:20] While value may be difficult to predict, it isn’t dead.

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Is Value Investing Dead? 31:59 Share

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Shownotes Transcript

Is Value Investing Dead?