‘Quality’ investing styles have enjoyed structural tailwinds for around 40 years. Over this period, cyclical variances have happened, but the trend towards bigger companies, increased concentration, greater ease of movement of capital across borders, and economies of scale has ultimately always prevailed. Quality has consistently won out. As we discuss below, the improvement to the relative return profile of quality factor investments has been greater than any other, whilst value as a style has ....
05 May 2021
Vive la revolution
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Vive la revolution
CC Japan Income And Growth Trust (CCJI:LON), 0 | Blackrock Latin American Investment Trust PLC (BRLA:LON), 382 | Ruffer Investment Co. Ltd. (RICA:LON), 271 | Miton UK Microcap Trust Plc (MINI:LON), 48.7 | AVI Japan Opportunity Trust Plc (AJOT:LON), 126
- Published:
05 May 2021 -
Author:
Callum Stokeld -
Pages:
7
‘Quality’ investing styles have enjoyed structural tailwinds for around 40 years. Over this period, cyclical variances have happened, but the trend towards bigger companies, increased concentration, greater ease of movement of capital across borders, and economies of scale has ultimately always prevailed. Quality has consistently won out. As we discuss below, the improvement to the relative return profile of quality factor investments has been greater than any other, whilst value as a style has ....