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Michael Hunstad - Institutional Trends in Factor Investing (S3E9)
Flirting with Models
What's Going Wrong With Value?
Value stocks have had a rough go for the last two years. Is this a structural break in value, or are we simply at the bottom of a cycle? We feel strongly that it's cyclical, not structural. The stage really is set for value to do quite well. Will it be next week, next month, a year from now? I don't know, but i think we're going to start earning that risk premiam very soon.
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