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Podcast: Excess Returns
Episode: What Has Really Driven the Rebound in Value Stocks?
Description: There is a popular narrative out there that value investing is back. And it makes sense given the huge run that many value funds have had off the market bottom. But when you look beneath the surface, it turns out what drove those returns may have little to do with value at all. In this episode, we look at what has actually driven the returns of many value strategies in the past year, and the opportunity it may create for long-term value investors.Â
We hope you enjoy the discussion.
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Excess R...