AU - The 'Value' Strikes Back - Value Strategies' Performance Through COVID
- It has been one year since the markets bottomed in March of 2020 due to COVID.
- Markets have rebounded beyond most investors’ expectations, with growth and tech stealing much of the spotlight.
- The “rotation into value” narrative has recently gained some traction, however we will see that value has been performing quite well throughout the COVID recovery, particularly small-cap value.
- We look at performance of the following strategies over the last year: Net-nets, Low EV/EBIT, the Magic Formula, and Crisis Value, among others.
- I provide a screener and ranking system for some value strategies, in addition to some stocks from the Magic Formula strategy.
For further details see:
The 'Value' Strikes Back - Value Strategies' Performance Through COVID