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Can value continue to lead through a broader economic recovery?
Perkins Portfolio Manager Justin Tugman makes the case for optimism, caution and the potential for the reemergence of quality in U.S. small-cap value equities.
A discussion of recent positive developments that may spur a broader economic recovery and a rotation into value stocks.
Now may be the time for investors to evaluate their portfolios and prepare for the next season.
Current market extremes present shifting reward-to-risk opportunities.
With the current pandemic expected to disrupt the economy for many months to come, investors should recognize the likely impacts on their portfolios.
Small-cap company characteristics within an index can vary widely, creating hidden risks.
Identifying small-cap companies that can survive the crisis and deliver value over the long term.
Why growth has outperformed in the recent market sell-off and the outlook for value versus growth leadership going forward.
Given the prospect of low future returns, we think investors should focus on minimizing downside risk while seeking overlooked value opportunities.
With stock multiples at historic highs, investors may need to increasingly consider downside risk and look broadly to find attractive valuations.
Focusing on companies with strong corporate earnings – and avoiding those with weak balance sheets – will be key to weathering volatility in 2020.