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By Moudy El Khodr, CEFA Kris Hermie, CFA, Senior Portfolio Managers Petercam Institutional Asset Management
Today’s investors have the opportunity to put money to work in just about every investment style worldwide. From “value” to “growth”, from “small caps” to “big caps”; in financial markets, every style has its day. The crowd will never stick to one particular segment of the market forever of course, but as Maynard Keynes once said, “The market can stay irrational longer than you can stay solvent”, which suggests to us that trying to time styles according to the mood of the markets can be a costly endeavour. That said, a little common sense goes a long way.
With our experience of running value/dividend-focused funds for over a decade, we...
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