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ETF Specialist

Value Investing Revisited

The methods may need fine-tuning, but fundamentals still drive returns.

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This interview originally appeared in Morningstar Magazine.

Any way you cut it, value stocks have been out of favor for quite some time. From the end of 2006 through May 2020, the Russell 3000 Value Index lagged its growth counterpart by a staggering 5.9 percentage points annualized.

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