
Deepak Gurnani on Building Winning Investment Strategies
Macro Hive Conversations With Bilal Hafeez
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The Value Factor in Equity Value
The more sophisticated versions of value have actually performed well, except over two different periods and I'll elaborate. The last time we had seen that happen was around 2000, the 98 to 2000 period towards the end of the technology boom,. But then as things normalized within the markets, we saw the tech boom burst saw several years of our performance from the value factors. That is really quite a remarkable finding actually and something that's quite novel, I think that you've discovered. So hopefully people hear more about this. Now, I did want to, we are talking about quantitative strategy. So what's your thoughts on the value factor? It's been a tough one for systematic or people to trade factors
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