INSIGHTS

News

  • [Value Insights]

10.07.20 – The year 2020 has been nothing short of astonishing and the transpired events in the 1H 2020 will potentially change our society forever. The ongoing pandemic, ...

  • [Value Insights]

09.04.20 – In principle, value investing aims to exploit exaggerations and misjudgments of the market. One of their causes is that investors extrapolate positive as well as negative news too far into the future ...

  • [Value Insights]

18.03.20 – The year 2020 began with positive sentiment. 2019 ended with equity indices reaching all-time peaks and value saw a strong comeback in Q4 2019 given a significant rotation which already began in September ...

  • [Value Insights]

03.02.20 – The start of 2020 turned out to be a major setback for value-based equity investors. After approximately four months of positive development and catching up with other investment styles ...

  • [Value Insights]

17.01.20 – In our last quarterly update, we highlighted the Banking sector in Europe as a potentially great contrarian investment opportunity for investors with some patience ...

  • [Value Insights]

11.10.19 – The last 18 months including the 3rd quarter of 2019 reflect one of the most disastrous periods for value investing globally. Even worse, the last 1.5 years have now extended a decade ...

  • [Value Insights]

28.08.19 – We believe as we have for the last 25 years that value investing is the most superior long term investment strategy available ...

  • [Value Insights]

22.07.19 – Market development over the past 12 months has largely been affected by the trade conflict between the US and China. US President Trump caused enormous uncertainty with his foreign trade statements ...

  • [Value Insights]

18.01.19 – Before getting into the detail of 2018 we would like to highlight once again the key elements and drivers of our investment process. We strive to select ...

  • [Value Insights]

13.09.18 – In our previous paper, we have addressed last decade’s issues for value investors as well as the rationale behind value investments ...

We use cookies on our website. Some of them are essential, while others help us improve this website and your experience.
More information about the Privacy Policy
Adjust selection

Information regarding limited distribution

The English translation is only for the purpose of convenience.

The information on this website is not intended for people and companies located in regions where Lingohr & Partner Asset Management GmbH is not authorized to advertise or sell products or offer services. In particular, this information is not intended for distribution in the United States of America (USA), for citizens of the USA or for persons resident or domiciled in the USA or persons acting on their behalf. The content shown is for informational purposes only. In particular, it does not constitute an offer to sell, purchase or subscribe to other assets. In the event that a person, whose residence or office is located abroad, is able to access the website of Lingohr & Partner Asset Management GmbH and the information contained within, Lingohr & Partner Asset Management GmbH does not accept any guarantee or liability that the information contained complies with the relevant applicable legal provisions of the respective country.

Information regarding usage

The English translation is only for the purpose of convenience.

The use of the Insights page of Lingohr & Partner Asset Management GmbH is only permitted for institutional investors. The information provided in this area will be treated confidentially and is only intended for authorised third parties. The obligation to maintain confidentiality does not apply to information that is generally accessible. All publications contained in this area are for information purposes only and do not constitute investment advice or an invitation to buy or sell securities or other financial market instruments. All information and data in the publications are taken from sources that the publisher considers reliable and trustworthy at the time of writing. The publications contain only a non-binding and subjective opinion on market conditions and the investment instruments addressed at the time of publication of this publication.