21 min listen
A Value Manager on How Most Value Managers Are Getting It All Wrong
FromOdd Lots
ratings:
Length:
62 minutes
Released:
Feb 18, 2021
Format:
Podcast episode
Description
As you might have heard, so-called value investing has not had a good run. At least from a quantitative standpoint, strategies that aim to buy low-valued stocks (based on metrics such as price-to-earnings or price-to-book) are quite out of favor, as fast growing names, loaded up on intangible capital, have outperformed. So is there any way to resuscitate the concept of value, or do investors just need to wait for the tides to change? On the latest Odd Lots, we speak with Rafe Resendes, a portfolio manager and co-founder of the Applied Finance Group, who argues for another way of reconceptualizing value, beyond just cheapness, in a way that works across market environments.
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What do you love about Odd Lots? What topics do you want to see on upcoming episodes? Share your feedback about the show by completing our first-ever listener survey.
Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Released:
Feb 18, 2021
Format:
Podcast episode
Titles in the series (100)
40: Why Summer Has Just Gone on Sale: 40: Why Summer Has Just Gone on Sale by Odd Lots