Value’s Value | 1 September 2020

PERSPECTIVES

The enigmatic performance of Value has been a hot issue in investment circles over the least few weeks. Where do we go from here? Our team takes a closer look.

Since 2007, the Value category has lagged Growth. Key to its underperformance has been the underweighting of the high-priced tech sector in the portfolio allocation. Though Growth drives performance, advisors aren’t ready to throw in the towel on Value as a strategic position in a diversified portfolio.

A Portformer Value analysis finds great alternatives to MGV, a $3B fund with higher weightings in financial and healthcare and VONV, a lower cost selection at 8 bps.

For those considering a heavier tilt toward technology within Value, we suggest looking at a newer fund from American Century with $137M in AUM.

Debate over traditional views of Value will only grow as technology continues transforming stalwart industries.

What We’re Reading

Connect with Us

Hop on a quick, scheduled 15 min Zoom call with us and explore some new ideas about how to engage your clients and families. 

Also, feel free to forward this email. For updates in real time, follow us on social media at Twitter @Portformer and LinkedIn at Portformer.

Have a great week!

Best,

John DiBenedetto and the Portformer Team

John DiBenedetto

Sales | Business Development | Customer Success

Add comment

Recent posts

  • Workflows & implementable insights — to elevate each step of the advisor/client experience

    Use our head-to-head Replacement Scores™ to quickly create client proposals, discover funds, improve model portfolios, and monitor investment plans

Astrocyte Research

Tools and Strategies for Asset Management

Asset Management

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Put a summary here about how we work with asset management. Ideally a few sentences I’d say, short paragraph.

Backtester for (insert use)

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Explain how asset management can use the backtester

Read more about the Backtester

Portformer for (insert use)

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Explain how asset management can use portformer

Read more about Portformer

Breakpoint for (insert use)

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Explain how asset management can use Breakpoint

Read more about Breakpoint