One of their current rebuttals to value investors from those investors not in the value church (and boy, there do seem to be a lot of them these days) is that our stocks are cheap for a reason.
With the clearest value opportunities currently found in energy, banks and consumer-related stocks, it is true there are some structural issues that value investors need to wrestle with. Although we...
Two join in the top ten
Reducing equities and corporate bonds
Behaviours, animals or something else?
Stepped down following MBO
Helped by rising oil price