![]() JF: Well, I'm glad my crystal ball was working back then. What would you say has created the context for where we are today for value having come back into favor? And I distinctly remember you saying something like it had been the most stressful time in your career. You gave us insight into what it means to be a value investor, the grit it takes to survive extended seasons of underperformance. It's great to be back.ĮM: When we last spoke to you, Jay, it was, ironically, just weeks ahead of the beginning of this rotation. So will it be smooth sailing for value strategies from here onwards? Jay Feeney is CEO and CIO of Boston Partners, the US-based investment house focused on fundamentally driven value investing. And let's face it, the market mood now is tense, fickle and unsure. But the move has been in fits and starts. The rotation away from growth stocks towards value started in November 2020 and still continues. Male voice: Welcome to a new episode of the Robeco podcast.Įrika van der Merwe (EM): Over the past two years, value has proven that it's not dead after all. ![]() What they really mean is I want to develop more confidence. And it's a very often-used word in our industry and people talk about, I'm going to wait for things to become clearer and more visible. Jay Feeney (JF): So what I think people, what they confuse, they talk about visibility. We do not guarantee the accuracy of this transcript. ![]()
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