How Value Investors Can Win With Tech And “Fallen” Growth Stocks

Many value investors have given up on their strategy over the last 15 years amid concerns that value investing no longer worked. However, some made small adjustments to their strategy but remained value investors to the core.

Now all of the value investors who held fast to their investment philosophy are being rewarded as value has been outperforming growth in recent months. A key catalyst of the shift in investor thinking has been inflation and expectations about how the Federal Reserve is going to deal with it.

Q1 2022 hedge fund letters, conferences and more

A Long-Time Value Investor

John Buckingham of Kovitz, author of the Prudent Speculator newsletter, told...