Best Ways to Reach for Value, Whenever it Shines
This factor has a good long-term track record.
Editor’s note: An earlier version of this article contained incorrect versions of the factor profiles.
Value investment strategies buy stocks when they are cheap relative to their fundamentals, such as earnings, sales, and book value. This investment style is intuitive and has paid off over the long term, though it has hit a rough patch in recent years. While it’s tough to predict when value will outperform, well-constructed, low-cost value strategies are worth sticking with for the long term.
Venkata Sai Uppaluri does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.