00:05:51
MASTERCLASS: Value Investing - November 2021
- 55 mins 45 secs
Learning: Unstructured
Value isn't dead, and we could be in the beginning stages of a value super cycle, according to these two experts.They discuss the impact of inflation and rates, how to incorporate ESG, the importance of metrics, and how to spot and avoid a value trap.
- Alessandro Valentini, CFA® - Fundamental Portfolio Manager - Causeway Capital Management
- Diane Jaffee, CFA® - Senior Portfolio Manager - TCW
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