Why Advisors Need to Consider Value Equities in DC Plan Investment Menus Now: Invesco’s Kevin Holt

After underperforming growth for years, value equities finally had their time in the sun in 2022. While both value and growth stocks declined last year, growth stocks fell much further than value thanks in large part to rising interest rates.

In this edition of the 401(k) Specialist Pod(k)ast, Invesco’s Kevin C. Holt, CFA, who is the CIO, U.S. Value Disciplines and Co-Lead Portfolio Manager of the Invesco Comstock Fund, helps advisors understand why they need to be looking at including value equities in a DC plan investment menu these days, and how value can help tackle the problem of far too many 401(k) participants being poorly diversified with their plan investments.

He also shares his expectations for value moving forward with respect to inflation; how the COVID downturn and the recent bump in the road with regional banks are affecting value equities, and provides a closer look at the energy, technology and healthcare sectors.