INSIGHTS

News

  • [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 ...

  • [Value Insights]

18.07.18 – The last decade and specifically the first six months of 2018 have been an atrocious period for value investors. The one man’s loss is another man´s gain; to no surprise ...

  • [Market Commentary]

15.12.17 – Over the last couple of months, we have repeatedly seen an increasing cluster of Japanese stocks qualifying within our systematic and holistic investment process ...

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