Will Value Investing Make a Comeback?

Rising US interest rates lead some experts to predict a recovery in value stocks after many years of being outperformed by growth

Kevin McDevitt 22 October, 2018 | 3:11PM
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US Dollar Bills

Growth stocks have significantly outperformed value stocks over the past year, with a return of 30.5% versus 14.7%. And growth still beats value over 10 years, according to Morningstar indices.

Morningstar analyst Kevin McDevitt spoke to two top US value managers, David Green at Hotchkis & Wiley and Charles Pohl from Dodge & Cox, who believe that rising interest rates may finally reverse that dynamic.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Alphabet Inc A2,448.30 USD0.07Rating
Amazon.com Inc3,489.78 USD-0.45Rating
Tencent Holdings Ltd582.50 HKD1.57Rating

About Author

Kevin McDevitt  Guest Author

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