Value’s Value | 1 September 2020


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.

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John DiBenedetto and the Portformer Team

John DiBenedetto

Sales | Business Development | Customer Success

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