Unhedged Commentary: Finding Value in Value Stocks

Alexander Roepers of Atlantic Investment Management on why value investing is back in style.

Alexander Roepers

By Alexander Roepers

Investment styles tend to move in multiyear cycles. We believe U.S. equity markets recently passed an important inflection point, heralding a rotation back to value investing. This rotation started as a result of stabilizing macro conditions and because many value stocks had become too cheap to ignore, in both absolute and relative terms.

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