Value Investors Bet Recent Market Leadership Is Just the Beginning – Henry Club

Rock Asness And Rob Arnotti Let’s say value stocks finally have a run after years of trailing.

Although some corners of the stock market have emerged unblemished in the dizzying sell-off of 2022, value stocks—traditionally considered those that trade at low multiples of their book value, or net worth—are at their best. By one measure, they are on track to outperform the stocks of fast-growing companies by a wide margin since 2001.