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
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]