It seems that finally, after several years of dismal performance, value is starting to make a comeback. [timeless] Value has underperformed growth since 2012 and almost every year since there have been calls from analysts and investment professionals predicting that value is set to make a comeback. This year these calls are finally turning out to be on the money. Year-to-date the iShares S&P 500 Value ETF is up by 8.98% excluding dividends, beating the iShares S&P 500 Growth ETF by 3.18%. Year-to-date the iShares S&P 500 Growth ETF has returned 5.83% excluding dividends. Outside the S&P 500 value is…
Value Is Making A Comeback; Here Are Stocks That Fit Ben Graham's Criteria
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
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