Value Investing: A Deep Dive Into Performance
In part one of our three-part special report, we examine why value has underperformed growth so dramatically in recent years.
This article originally appeared in Morningstar Direct Cloud and Morningstar Office Cloud.
September brought relief to long-suffering value fund managers and their investors, as returns on funds that were targeting winners among cheap stocks and turnaround stories outperformed growth-company funds by a wide margin.
Tom Lauricella does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.