Arturcastell
12/01/21 18:44
Ha respondido al tema ¿Dónde invertir en 2021?
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No es muy frecuente que el Value Investing sea tema de columnistas en Bloomberg Qué es Value ? Se pregunta S. KaissarQué es Value ?Y tú me preguntas...???https://www.bloomberg.com/opinion/articles/2021-01-12/personal-finance-value-investing-s-drought-defies-popular-explanationLeaving aside that Buffett is hardly representative of the average value investor, there’s more overlap between traditional methods of value investing and more recent, quantitative approaches than the purists let on. But even assuming the two play a completely different value game, there’s no indication the purists do it any better. In fact, the numbers show that most of them fare worse. According to the latest SPIVA U.S. Scorecard, which tracks the performance of stock pickers relative to comparable indexes, 79% of large-cap value mutual funds failed to keep up with the S&P 500 Value Index over the last 15 years through June. Those targeting smaller companies made out even worse. Roughly 83% of mid-cap value managers and 86% of small-cap value managers lagged a comparable value index during the same period. As badly as value indexes lagged growth ones since the mid-2000s, traditional value managers fell even further behind. Not even the great Warren Buffett has kept up with growth stocks.