Sign up to save your podcasts
Or
Share The Outlook for Value in 2022
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
The Outlook for Value in 2022
35 Minutes with Rob Maina, Portfolio Manager & Chris Barnett, Co-CEO & Managing Member of Cramer Rosenthal McGlynn.
Sam Wood, CFA speaks with Rob Maina and Chris Barnett of Cramer Rosenthal McGlynn. Topics covered include:
The reasons behind investor/allocator apathy towards Value despite recent strong returns.
Why small and mid-cap in Value is especially interesting in the current environment.
The twin tailwinds of historically wide valuation spreads between Value and Growth and small caps vs. large caps.
The impact of macro variables and how the market’s concerns about inflation and recessions could impact a Value portfolio in the near term and long term.
The benefits of active in SMID Value.
The importance of risk management/avoiding drawdowns in today’s market and how consistent performance can lead to great long-term outcomes for investors
This Podcast was recorded by Aravis Capital Ltd which is an appointed representative of Aravis Partners LLP which is authorised and regulated by the Financial Conduct Authority (528684). Past performance is not a reliable guide to future performance, investments can go down as well as up, and you may get back less than your original investment.
View all episodes
By Aravis Capital Limited35 Minutes with Rob Maina, Portfolio Manager & Chris Barnett, Co-CEO & Managing Member of Cramer Rosenthal McGlynn.
Sam Wood, CFA speaks with Rob Maina and Chris Barnett of Cramer Rosenthal McGlynn. Topics covered include:
The reasons behind investor/allocator apathy towards Value despite recent strong returns.
Why small and mid-cap in Value is especially interesting in the current environment.
The twin tailwinds of historically wide valuation spreads between Value and Growth and small caps vs. large caps.
The impact of macro variables and how the market’s concerns about inflation and recessions could impact a Value portfolio in the near term and long term.
The benefits of active in SMID Value.
The importance of risk management/avoiding drawdowns in today’s market and how consistent performance can lead to great long-term outcomes for investors
This Podcast was recorded by Aravis Capital Ltd which is an appointed representative of Aravis Partners LLP which is authorised and regulated by the Financial Conduct Authority (528684). Past performance is not a reliable guide to future performance, investments can go down as well as up, and you may get back less than your original investment.