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A value investing approach that doesn’t need typical value markets
Value investing is a style that has shown it can produce market-beating returns, though some believe it needs a specific environment in which to succeed. That’s partly because value is often seen as a rival to growth investing, a style which can generate higher returns during certain market conditions. But this is not necessarily always the case.
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Boston Partners
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Research by veteran value investing specialist and Robeco’s sister company Boston Partners shows that the value style does not need a ‘value market’ – sometimes symbolized by a gloomier, lower-growth environment – in order to generate alpha. It can in fact do well in ‘all weathers’, offering a durable and reliable approach that can work inside a diversified portfolio.
In this article, we use the Robeco BP US Large Cap Equities strategy as a proxy to demonstrate how the Boston Partners value approach has added value through different market environments.
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