Odd Lots

Why Value Investing Has Been Doing Terribly

Sep 2, 2019

Chris Meredith, Co-CIO of O'Shaughnessy Asset Management and a value investing expert, dives into the challenges traditional value investing faces today. He discusses how high-flying growth stocks have outpaced this historic strategy. The conversation highlights the nuances of value investing, from identifying genuine value stocks to understanding economic moats. Meredith also examines whether current downturns signal a temporary cycle or a deeper structural shift in the market, leaving listeners with thought-provoking insights on the future of investing.

38:16

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Episode guests

Chris Meredith

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Episode notes

Intro

2min

The Evolution of Value Investing

15min

Navigating the Nuances of Value Investing

4min

Navigating Value and Growth Investing

15min

The Value vs. Growth Investing Dilemma

4min

The Future of Value Investing: Cyclical or Structural Challenges?

4min

One of the oldest, most basic strategies in investing is value investing, which, for lack of a better way to put it, means "buy stocks that are cheap." Value investing, a style associated with Warren Buffett, systematically attempts to uncover low-priced stocks. But by many measures, value investing hasn't been working recently, as high-priced growth stocks (think: technology) have trounced cheap stocks. On this week's episode, we speak with Chris Meredith, Co-CIO of O'Shaughnessy Asset Management about what's behind this underperformance, and why that may be coming to an end.

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