Perennial Value Managing Director John Murray sees calendar year 2018 as a turning point for value investing, with a switch out of momentum and growth stocks a logical move given stock prices and yields of value stocks.
Key points in the video :
- A global theme has seen value investing as an investment style struggle versus momentum and growth
- Value now looks very attractive from a PE and yield perspective.
- Value stocks to watch include Woodside, Janus Henderson, Star Group and NAB
Perennial Value will be hosting a webinar on this theme on 30th October at 12.00pm -12.45pm. Investors can register on the link below.
https://attendee.gotowebinar.com/register/9162515561637294595
John Murray established Perennial Value in January 2000 and has some thirty years industry experience. He is one of Australia’s most respected value investors and has built a stable team of investment professionals who have delivered consistently strong results for investors. Under John’s leadership, funds under management have grown from $40 million in 2000 to current levels and Perennial Value has won a number of prestigious industry awards and accolades. In October 2014, John was inducted into the Australian Funds Management Hall of Fame.
