Value investing has struggled for over a decade now. Although no one will dispute that fact, there are significant disagreements about whether this is just another of the long periods of underperformance that have been common in the history of value or if something about the strategy has become broken.
In the first year of our podcast, we have talked to some of the smartest people we know in the investing world about this topic, including Jim O'Shaughnessy, Tobias Carlisle, Adam Butler, Partha Mohanram, Wes Gray, Vitaliy Katselnelson, and Kai Wu, and have received a diverse set of opinions.
In this episode, we bring together all of those insights in an effort to answer one question: Is Value Investing Dead?
ABOUT THE PODCAST
Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.
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