In the current market cycle dating from 2009 coming out of the great financial crisis:

- Equities dominated bonds and commodities.

- The U.S. trumped international.

- Growth outpaced value.

- And large U.S. tech companies dominated just about every sector and security.

As in previous bull market periods, money flows to the best performers and flees the laggards. This record-setting U.S. bull market has also accentuated the attraction of index investing, as mutual funds and ETFs based on the S&P 500, in particular, have been among the decade’s stars.

It’s been a challenging period for active managers, especially those focused on value investing and international markets. This week’s guest checks off all of those boxes but remains a fierce advocate for all three approaches. She is Rupal Bhansali, Chief Investment Officer of International and Global Equities at Ariel Investments.

Bhansali shows how to apply it to the world of investing to improve one’s odds of achieving above-average returns with below-average risks. Her upside-down investment approach focuses on avoiding losers instead of picking the winners

WEALTHTRACK #1633 broadcast on February 14, 2020

More info: https://wealthtrack.com/non-consensus-value-investing-with-ariel-investments-rupal-bhansali/

Book: https://amzn.to/2SqA9DK   Non-Consensus Investing: Being Right When Everyone Else Is Wrong