Note of Chuck Bath, David Wallack, and Ramona Persaud’s presentation from the 2020 Morningstar Investment Conference. Q2 2020 hedge fund letters, conferences and more Dead Again? Value Managers Say Their Style Is Far From Over For more than a decade, large value has been one of the most difficult factors to own. Moderator Linda Abu Mushrefov of Morningstar asks if clients should continue to stick it out to Chuck Bath of Diamond Hill Capital Management, Ramona Persaud of Fidelity Investments, and David Wallack of T. Rowe Price. David Wallack approach hasn’t change Understand the intrinsic value -> discounted value of…
#MICUS: Value Managers Say Their Style Is Far From Over
Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.