The Pursuit of Deep Value Is a Lonely Journey

By Al Polit, CFA - April 2019

True Value Managers Are Scarce

As an adherent of absolute-value investing, I frequently compare our Non-U.S. Intrinsic Value portfolio to other so-called absolute-value (or deep-value) peers, and continually conclude they don't live up to that label under closer scrutiny. We believe we're as deep value as it gets, and in most cases, we find ourselves standing out based on the way we define value.

The Pursuit of Deep Value Is a Lonely Journey

Notes from the Global Value Equity Desk

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