The economy remains in distress, although there are signs of recovery underway. John Buckingham of Kovitz, editor of The Prudent Speculator newsletter, has found that value stocks typically outperform coming out of economic downturns. Thus, he argues that this is an excellent time to be a value investor.
Q4 2020 hedge fund letters, conferences and more
During a webinar with ValueWalk, Buckingham gave his stock picks for 2021, which focus on several themes.