Value investing

A valuable framework

Painful to invest long-term now

Still added to European holdings in H1

Patience required

0.9% vs 15% benchmark return

Era of ‘cheap money’ is over

Move towards more value- and cyclically-oriented stocks

Eli Salzmann and David Levine

Quality has outperformed growth and value over the long term and captures less of the downside when markets are weak. Discover below how you can access and incorporate high-quality companies into your portfolio.

Despite strong fundamentals, growth stock valuations are extreme