Of all the funds in the value-orientated fund universe, one of last year’s best performers was the John Hancock Classic Value fund, which reported performance of 40.5% during 2013. Year to date performance has slowed with the fund only reporting net asset value growth of 7.89%, underperforming the S&P 500 by 0.93%. Sign Up For Our Free Newsletter Classic Value fund performance Nevertheless, the Classic Value fund seeks long-term growth of capital, investing in good businesses that are trading at temporarily depressed prices, a strategy which has yielded results. Indeed, over the past five-years the fund’s Class A stock has…
John Hancock Classic Value fund: A Look At Top Holdings – STT, JPM, AIG
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk