David Fleer
Bristlecone Value Partners, LLC
12301 Wilshire Blvd., Suite 320
Los Angeles, CA 90025 USA
Work 1-877-806-4141

Is Value Investing Finally Making a Comeback?

May 19th, 2016

As our regular readers know, value stocks have underperformed the broader market for the past few years, while growth and momentum stocks have outperformed. In fact, this divergence has been so pronounced that it erased some very long-term records of outperformance among several well-respected value managers.

However, it is important to put the recent past in a broader historical context.  Stepping back and looking at the big picture, we see that value stocks have outperformed the broader market in the vast majority of rolling 5 year periods since WWII, as depicted in the chart below: Read the rest of this entry »

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