Value Managers on Why the Strategy Has Underperformed

In part two of our three-part special report on value investing, our analysts share insights gleaned from fund manager interviews.

Tom Lauricella

Oct 29, 2019

Mentioned: Tesla Inc (TSLA) , Facebook Inc (FB) , American Funds Washington Mutual A (AWSHX) , Neuberger Berman Genesis Instl (NBGIX) , Amazon.com Inc (AMZN) , Cigna Corp (CI) , CVS Health Corp (CVS) , Alphabet Inc (GOOGL) , ConocoPhillips (COP) , Weyerhaeuser Co (WY)

This article originally appeared in Morningstar Direct Cloud and Morningstar Office Cloud.

September's reprieve aside, it has been a tough slog for money managers who stick to a value investing strategy, especially those with a deep-value approach.

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Tom Lauricella does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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