The trend of growth equities
outperforming value equities is hardly a past - year phenomenon.
Not exact matches
But in fact, since 1999, the European
value style has
outperformed the growth style and has shown particular resilience when global
value and non-US
equities have generally struggled.1 Dylan Ball, executive vice president, Templeton Global
Equity Group, explains why he thinks it's time for European
value investing to shine.
Over the last 100 years a
value investment strategy has a consistent history of
outperforming index returns across multiple
equity markets.
In fact
value investing is one of the most successful ways to invest in
equities and the developer of Efficient Markets Theory, Eugene Fama, himself pointed out in a 1992 paper that
value stocks
outperform growth stocks over time — a finding that would fly in the face of efficient markets.
7 of 10 Largest global
equity mutual funds match or outperform index, Including the # 1 performing Cundill Value Fund and # 2 performing Ivy Foreign Equity Fund — with lower vola
equity mutual funds match or
outperform index, Including the # 1 performing Cundill
Value Fund and # 2 performing Ivy Foreign
Equity Fund — with lower vola
Equity Fund — with lower volatility
write, «when
value equities and smaller
equities outperform a broad stock market index, alternatively weighted strategies should generally
outperform cap - weighted indexes.»
Among midcap US
equity,
value outperformed growth 55 percent of the time by an average of 462 bps (over five - year periods).
David Kostin, Goldman Sachs» chief U.S.
equity strategist, explained that investor demand for «
value» has been so pervasive that low - valuation stocks had
outperformed higher valuation peers by 12 percent in 2013.
Baird
Equity Asset Management's Small / Mid Cap
Value portfolio invests in small - to medium - cap U.S. companies and seeks to provide superior risk - adjusted returns and consistently
outperform the benchmark Russell 2500
Value Index over a full market cycle (typically 3 — 5 years).
Not only is TSMC
outperforming its rivals, but it now accounts for 16 percent of Taiwan's entire
equity market
value.