Investing with Style

[PlanMaestro]

Investing with Style

http://video.ft.com/v/1590459177001/Investing-with-style

 

Interesting take on what traditional value drivers have underperformed in the current cycle. If you ignore the value/growth dichotomy and consider growth as another value driver (is there any other kind?) it is even more interesting. "The problems of value at the moment are down to a loss of trust"

 

This other video on the US financials and book value in general is also related to this issue:

 

http://video.ft.com/v/1583877064001/America-s-hidden-treasure