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.
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.