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Is It Time For Value Investing to Return to the Limelight?
In recent years, value investing has played second fiddle to growth investing. But now could the stage be set for its return to the limelight? Franklin Mutual Series CEO Peter Langerman weighs in with his thoughts and explains why he is optimistic.
Octobers Market Ups and Downs Put Into Perspective
Global equity markets went on a rollercoaster ride in October, although given the cauldron of global issues that were brewing for some time and the months history of big moves, it shouldnt be all that shocking many investors got spooked. While much of the media focused on the short-term panic, long-term investors used such pullbacks to search for bargains.
Taking Emotion Out of Taking Risk
The straight ?risk-on/risk-off? play where investors flee assets perceived as risky en masse in times of uncertainty seems to be becoming a bit more nuanced this year. As a bottom-up stockpicker, Peter Langerman, takes the short-term emotional response out of the equation as he looks for opportunities for his portfolios where other investors may have jumped ship. Langerman discusses where he?s finding value today, why he thinks the markets are probably ?right where they should be? and why some investors may need to take a few risks to meet their long-term financial goals.
Taking a Bite of Values
In the midst of a spring stock market surge sweeping some spots on the global mapnotably the USsome investors have been left scratching their heads, wondering just what it is that the equity market is celebrating. True, the US economy has been improving in some areas, but is it enough to justify the hooplaand keep the market from back-sliding at the first hint of trouble? And, are there any values to be had in this environment? Peter Langerman believes much of todays US market euphoria is actually rational because its based on improving fundamentals, and yes, there are values to
Spinning Pessimism Into Opportunity
In the markets and in life, we face bullish and bearish periods. Some days are good and some days are bad. But even on bad days, good things can and do happen, which may explain our sometimes Pollyanna-sounding persistence on the existence of a bright side even in the face of somber-sounding issues like fiscal cliffs and austerity measures.
Is the World on Sale?
Like a swift kick to the gut, the eurozone crisis knocked the wind out of the stock market in May. While most investors duck and run, others see market stumbles as opportunities to pick up potential long-term values. For these contrarians, they see the world on sale. Peter Langerman, Chairman, President and CEO of Mutual Series and co-manager of Mutual Shares and Mutual Global Discovery funds, and Christian Correa, Director of Research for Mutual Series and co-manager of Mutual Beacon and Mutual Recovery funds, are in the latter group.
6 results found.