What The Value Rotation Narrative Gets Wrong
Summary The value rotation story has been hard to miss – it’s a trend that’s been underway since late 2020 and has since continued to gather steam. A theme often…
Dividends For Defensive Value
Summary After the bursting of the tech bubble in 2000, value went on a stretch of seven consecutive years of outperformance. Traditionally, investing via dividends is a more defensive approach…
What Is A Value Stock?
Summary If you think of all the different index providers, each has its own definition of the fundamentals that it believes denote “value.”. If stocks can experience severe reductions in…
Not All Value Funds Are Created Equal
Not All Value Funds Are Created Equal Different value funds can take very different approaches. Mentioned: Invesco Exchange-Traded Fund Trust (RPV), Marathon Petroleum Corp (MPC), 3M Co (MMM), American International…