It’s a tough time to be a value investor. Macro headwinds are growing, volatility is increasing, and valuations are rich, leaving little or no margin of safety. [timeless] The combination of these three factors presents a dilemma for value investors. Traditionally, when the outlook is bleak, valuations are attractive enough to offer a margin of safety — a wide enough discount to intrinsic value to compensate investors for risks taken. However, despite the macro headwinds facing the market, valuations remain unattractive across the board thanks in part to the easy money policies of central banks, which have helped to prop…
How Value Investors Should Look To Invest In Today’s Market
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