Hated, Ignored And Misunderstood: How One Value Fund Wins With These Types Of Companies

Over the last 15 years, there’s been a lot of debate about whether value investing still works. Then over the last six months or so, numerous headlines have called out what appears to be a massive rotation from growth to value names. The age-old debate of growth versus value investing is one that will never go away. Value investors always point out that value has outperformed growth over the long term. However, growth investors typically respond that growth has outperformed value for almost the last 15 years since the Great Financial Crisis. Q1 2022 hedge fund letters, conferences and more…