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  • Jonathan Poyer

Is Value Valuable?



Perhaps value investing has a long runway ahead of it. Some sectors that are well represented in the value camp would include energy and financials. Are investors continuing to over allocate to growth names? This year?


For the year, we have seen consistent outflows from energy and financials and consistent inflows into tech. Some energy and financials names are very cheap still. There is a real long road ahead of cash generation in these companies.


Check out the flows:

Maybe time to act counterintuitively or against the herd. Or maybe time to think about trend following.


I see more folks confused about what to do...and count me as one of them.


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