After a nine-year bear market, value strategies have enjoyed a remarkable recovery over the past year. What is driving this resurgence and what constitutes a value strategy?
Watch Rob Burnett, manager of the Neptune European Opportunities Fund, discuss these key factors and why he believes that value’s outperformance is a multi-year event.
In the video, Rob discusses:
- The historical outperformance of value strategies over quality growth
- The key metrics that he looks for in value stocks
- The changing concept of risk and why banks and materials are not the volatile sectors they once were
- The political outlook across Europe
Click here to download the transcript.
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