Podcast: ‘The pressure on value investors is almost unbearable’
28-09-2020 | Podcast
Value has underperformed growth in the large-cap space by 43% in the past year. “The pressure on value investors to reevaluate and potentially discard their philosophy and change their processes is immense,” says Jay Feeney, CEO and CIO of Boston Partners. In our latest podcast, this staunch value investor says he and his team are sticking to their guns. “My base scenario is that we are on the verge of an epic value-growth rotation”. Tune in to hear it all.