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
Facebook Twitter LinkedIn

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.”

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Facebook Twitter LinkedIn

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
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