The Evolution of ESG Investing: From Fad to Core Values

This chapter explores the fluctuating interest in ESG investing amidst the rise of energy stocks and underwhelming performance outcomes. It emphasizes the need for investors to align their strategies with their core beliefs and manage expectations regarding the impact of ESG on market performance.

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In this episode, we tackle a question that is on many investor's minds: Is value investing dead? We explore various arguments for and against value investing's continued relevance in today's market. We discuss: The impact of low interest rates and Fed policy on value investing Whether too many investors have adopted value strategies How narrative-driven markets affect value investing The challenges value faces in a tech-dominated market The role of big data and its effect on traditional value metrics Whether value investing is betting against technological progress We aim to provide a balanced view, acknowledging the arguments on both sides. While we don't come to a definitive conclusion, we offer insights on how investors might think about value in their portfolios going forward.

We hope you enjoy the discussion.

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