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Value Investors Don’t Need to Avoid Growth Companies. In Fact, Doing So Can Hurt Returns.

Applied Finance argues that despite their prices, growth companies may very well be undervalued in terms of their intrinsic value.

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Institutional Investor features Applied Finance – How a Small Manager Won a Huge Pension

Employing a strategy that is a little different from many of its peers, the value investor secured a mandate from GPIF — the world’s largest pension — in October, following a due diligence process that started that summer. Value has been underperforming since the global financial crisis, but started to come back in 2021. […more]

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