value

6 statements across 5 episodes · 2 bullish · 1 bearish · 5 people on the record · first statement Apr 16, 2018 by Steve Galbraith · across every show →

Everything said about value, oldest first

Apr 16, 2018

Assertion Supported

Galbraith: Value vs momentum return divergence matches dot-com bubble levels

“So if you look at the factor returns to value versus the factor returns momentum, they're about as divergent as they've been since the tech bubble.”

Steve Galbraith Apr 16, 2018 ▶ 44:26 Steven Galbraith – In the Boardroom (Capital Allocators, EP.48)

Nov 25, 2019 positive

Opinion

Momentum Factor Is More Important Than Size and Potentially Value

“Really momentum is maybe more important, certainly more important than size and maybe more important than value.”

Drew Dickson Nov 25, 2019 ▶ 53:08 Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13)

May 11, 2020 bullish

Prediction Open · timeframe May 2030

Siegel: Long-term investors should tilt toward value over growth over 10-20 years

“If you're a long-term investor, you should probably tilt your portfolio toward value, not growth at this point. You may lose for a while, but in 10 or 20 years, you'll be very happy.”

Larry Siegel May 11, 2020 ▶ 21:14 Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)

Sep 30, 2021 neutral

Assertion Partly supported

Graña: EM Value Outperformed Pre-2008, but Growth Led Post-2008

“You have to consider that before Value outperformed growth on average six out of seven years in emerging markets, but post 2008 growth, I think has outperformed nine out of 11 years.”

Daniel Graña Sep 30, 2021 ▶ 22:17 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

Nov 6, 2023 bearish

Opinion

Thacker: Value is the only viable equity strategy in Europe

“So in Europe, I really believe in value, partly because I don't see a lot of growth in Europe.”

Allison Thacker Nov 6, 2023 ▶ 38:25 Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)

Nov 6, 2023 neutral

Insight

Thacker: Value and GARP strategies mathematically underperformed without momentum

“It's just a mathematical reality, which is if you believed in any value or GARP orientation, you have underperformed. You needed to be a momentum investor In your asset allocation, as well as owning those type of managers.”

Allison Thacker Nov 6, 2023 ▶ 37:32 Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)

value

Everything said about value, oldest first

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