INSIGHTS & NEWS
Quality Value Investing
A lot of time and mindshare has been devoted to the Great Divide of value and growth managers over the last number of years. This has accelerated in a pandemic-challenged world where technological disruptors in many cases have seen their businesses strengthened at the expense of more traditional “old economy” businesses. As these trends have solidified, investor optimism (and pessimism) has split large swaths of the market into winners and losers and reassessed the relative valuation multiples ascribed to them.