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Episode Info

Episode Info:

Why has value investing underperformed growth investing for over twelve years and how to position your portfolio for the eventual rebound in value investing.

In this episode you will learn:

  • The difference between growth and value investing and why value investing outperforms growth investing over the long-term.
  • How value and growth indices are constructed and how they differ from fundamental indexing.
  • What are the risks and opportunities of investing in concentrated, deep-value managers.
  • Why value investing will eventually rebound.

Thanks to WIX and Sleep Number for sponsoring the episode.

For show notes and more information on this episode click here.

  • [0:18] What is value investing?
  • [2:07] A historical look at growth vs. value yields. 
  • [5:41] The return of the value stock in the early 2000s. 
  • [11:07] The twelve and a half years of underperforming value stocks. 
  • [13:09] The sectors controlling the performance of value and growth stocks. 
  • [15:01] Better understanding the indices. 
  • [20:31] Using fundamentally weighted indices to balance your portfolio. 
  • [23:10] Are underperforming managers struggling because of poor skills or because of unfavored strategies?
  • [29:20] While value may be difficult to predict, it isn’t dead.  

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