Global equities: growth or value?

05/12/2018

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In this video update, Portfolio Manager Gordon Mackay discusses whether the Global Equities Team have been concerned by rising volatility and, with the ongoing debate of value versus growth, how the strategy they manage is positioned in terms of style.

Key takeaways:

  • Short-term market movements are typically ignored, although volatility can provide opportunities to add company names that may have previously been too expensive
  • Investments are made for the long-term using the team’s shared “hold forever” mindset and are based on company fundamentals
  • The team seeks undervalued companies with an ability to generate strong free cash flow and to achieve high returns on capital over time 

 

 

Video recorded November 2018 

These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.

Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

The information in this article does not qualify as an investment recommendation.

For promotional purposes.

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