MS - Value Investing Is Not Dead: An Eaton Vance Case Study
- There has been much talk about the underperformance of value stocks and whether there will at some point be a rotation into them.
- Real value investing, which combines good price, earnings, and earnings growth metrics together, along with a margin of safety, has actually worked well this year.
- Eaton Vance is a great example of a value opportunity that had been right under investors' noses since March. But it's not the only value opportunity I've taken advantage of.
- This article will take investors through how I identified Eaton Vance's value back in March, and again in September. And how following value principles produced great returns.
For further details see:
Value Investing Is Not Dead: An Eaton Vance Case Study