At the London Value Investor Conference 2025, Alissa Corcoran of Kopernik spoke on the Not Dead Yet: The Immortality of Value Investing panel, where she made the case for emerging markets stocks and real assets, as well as emphasizing the enduring strength of value investing despite years of underperformance.
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2025 London Value Investor Conference - Alissa Corcoran
Studies show that if you calm your mind your decisions are better.
ACDC were pioneer value investors. They found their lead guitarist at the absolute bottom. The investment paid off. The guitarist wrote one of the best songs. The learning is it is worth to look at bottom.
When we started everything was cheap.
Since 2017 investors left active managers for passive schemes. Will 2025 be a turning point? Magnificent 7 are underperforming the market.
The number of value investors has reduced strongly. It has been a painful strategy to defend. The market is still narrow. Mag 7 is only 10% off its all-time high.
Sentiment can shift very quickly.
In 2021 there was the end of the 40-year bond market rally. That is not good for high valuation stocks.
