After value’s tough ‘10s, we must stick to our guns for ‘20s

Andrew Clifford | Platinum Asset Management | 21 August 2019 | 0.50 CE

The 2010s challenged value investors as, paradoxically, cheap stocks became cheaper and expensive stocks grew more expensive. The "Nifty Fifty" and the Technology Bubble were similar. Things are not different today. For value investors' clients, the key challenge is fighting FOMO - lagging indices can still be adequate, while changing tack late in trends is c...