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