Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

Is Value Investing Dead? A Quant and a Financial Planner Discuss

Oct 23, 2023

51:57

With value investing now having struggled for over a decade, many are questioning whether the strategy has become permanently broken. In this episode we examine the arguments against value investing both from the perspective of a quant investor who builds value strategies and a financial planner who uses them. We look at the different types of value strategies and why value isn't just buying the cheapest stocks. We then get into the arguments against value and discuss whether value's popularity has destroyed its outperformance, if the Fed and market cycles have broken value and if technology's dominance can explain the struggles of the past decade.

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