Value Investing: Should you stay the course?
Endowus Endowus
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 Published On Streamed live on May 30, 2024

This webinar is brought to you by Endowus in partnership with Natixis Investment Managers

In an era where 50% of the S&P 500 index weight is represented by asset-light business, with Magnificent 7 stocks still dominating investors’ minds, how should the value investor adapt to this? In addition to looking for “cheap stocks”, what other criteria should investors look out for in companies when making value factors relevant in investors' portfolios?

Join us in an exclusive webinar with Laura Rieber, Investment Specialist for Harris Associates, an award-winning manager specialising in value investing within Natixis Investment Managers, and Min Axthelm, Head of Investment Research at Endowus as they explore how investors can balance and diversify their overall portfolio while ensuring that they stay disciplined and invested for the long-term in today’s markets.

0:00 - Introduction
5:41 - US equities: the current state and the AI rally
8:00 - Defining value investing
22:45 - Assessing companies through a value investor's lens
33:53 - Recessionary fears and how to adapt
41:38 - How to apply diversification in equity portfolios
46:50 - Lessons learnt: Common mistakes value investors make
52:30 - Is there still value in US equities?

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