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Where’s the Value in Value Investing?

July 2018
By Sean Markowicz, Strategist, Research and Analytics, Schroders

The past decade has been marked by several unique features that have turned the value style of investing on its head.

 
  • Value’s underperformance looks like an anomaly. But the length and depth of the most recent episode is the most extreme bear market for value on record.
     
  • The macroeconomic environment over this period has been marked by several unique features that have turned value on its head.

  • The prolonged period of slow economic growth shoulders most of the blame for value’s recent underperformance.
Sean Markowicz
Strategist, Research and Analytics, Schroders

Important Risks: Investing involves risk, including the possible loss of principal. • Foreign investments may be more volatile and less liquid than U.S. investments and are subject to the risk of currency fluctuations and adverse political and economic developments. • Investments in particular sectors may increase volatility and risk of loss if adverse developments occur. • Different investment styles may go in and out favor.

The views expressed herein are those of Schroders Investment Management (Schroders), are for informational purposes only, and are subject to change based on prevailing market, economic, and other conditions. The views expressed may not reflect the opinions of Hartford Funds or any other sub-adviser to our funds. They should not be construed as research or investment advice nor should they be considered an offer or solicitation to buy or sell any security. This information is current at the time of writing and may not be reproduced or distributed in whole or in part, for any purpose, without the express written consent of Schroders or Hartford Funds.

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