6 Stocks for Growth and Value

Growth and value investments are often pitted against each other, but investors don't have to pick one or the other, says T. Rowe Price fund manager Scott Berg

Lewis Jackson 8 April, 2021 | 11:43AM
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Man balancing scales on tightrope

Investors building a portfolio today are often asked to choose between Growth or Value. That’s the wrong question to be asking, according to Scott Berg, portfolio manager of the Gold-rated T. Rowe Price Global Equity Fund.

Instead, he says investors should be prioritising diversification. “There are a group of people who are just investing in energy, cyclicals, financials, and the old economy and would never consider Tesla or Amazon,” says Berg, who won Morningstar’s 2021 Global Equities Fund Manager of the Year. "On the other side, there are people who only believe in innovation or disruption and they’d never consider energy, cyclicals, and financials. But the whole art of portfolio management is going beyond that.”

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Amazon.com Inc3,561.57 USD0.00Rating
Boeing Co198.50 USD0.00Rating
Brookfield Asset Management Inc Class A73.87 CAD0.00
Etsy Inc281.48 USD0.00Rating
General Electric Co98.40 USD0.00Rating
Sea Ltd ADR297.96 USD0.00
Tesla Inc1,136.99 USD0.00Rating

About Author

Lewis Jackson  Lewis Jackson is a data journalist at Morningstar Australia