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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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The contents of this document have not been reviewed by the Securities and Futures Commission ("SFC") in Hong Kong. If you are in any doubt about any of the contents of this document, you should obtain independent professional advice. This document has been distributed by Robeco Hong Kong Limited (‘Robeco’). Robeco is regulated by the SFC in Hong Kong. This document has been prepared on a confidential basis solely for the recipient and is for information purposes only. Any reproduction or distribution of this documentation, in whole or in part, or the disclosure of its contents, without the prior written consent of Robeco, is prohibited. By accepting this documentation, the recipient agrees to the foregoing This document is intended to provide the reader with information on Robeco’s specific capabilities, but does not constitute a recommendation to buy or sell certain securities or investment products. Investment decisions should only be based on the relevant prospectus and on thorough financial, fiscal and legal advice. Please refer to the relevant offering documents for details including the risk factors before making any investment decisions. The contents of this document are based upon sources of information believed to be reliable. This document is not intended for distribution to or use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. Investment Involves risks. Historical returns are provided for illustrative purposes only and do not necessarily reflect Robeco’s expectations for the future. The value of your investments may fluctuate. Past performance is no indication of current or future performance.
