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Value versus growth stocks

 

Value versus growth stocks

In this week’s video insight Tim takes a closer look at value stocks and growth stocks. On the whole, over long periods of time, it looks as though a value investor has enjoyed a significantly better investment experience than a growth investor. Long-term averages are not the whole story, however.  Over short periods of time, value can underperform growth significantly.

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Tim joined Montgomery in July 2012 and is a senior member of the investment team. Prior to this, Tim was an Executive Director in the corporate advisory division of Gresham Partners, where he worked for 17 years. Tim focuses on quant investing and market-neutral strategies.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

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3 Comments

  1. An interesting and timely comparison Tim. More broadly, I must say that the topics that Roger, yourself and the team have covered, particularly recently, have been most interesting and informative. Your insights are always appreciated.

  2. This, as every other time, will not be different. We seem to be in the Templeton stage of optimism at present. Some stocks qualify for euphoria, and one of them, WTC, has seen a big price decrease in the last 2 days post – earnings report.

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