Rafael Resendes, co-founder of Applied Finance Capital Management, joins Yahoo Finance to discuss Applied Finance’s “intrinsic value and wealth creation” factors and investment picks.
The state of value investing vs. value rotation
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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]