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

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 Inc3,399.44 USD0.60
Boeing Co248.18 USD-1.17
Brookfield Asset Management Inc Class A57.65 CAD-0.57
Etsy Inc219.99 USD0.32
General Electric Co13.39 USD-1.18
Sea Ltd ADR252.42 USD0.93
Tesla Inc739.78 USD0.13

About Author

Lewis Jackson  Lewis Jackson is a data journalist at Morningstar Australia

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