VP & Value Equity Sr. Portfolio Manager Mike Liss describes the first six months of 2017 as a “tough start” in the value arena. However, he sees risk-rewards in energy, financials and food/consumer staples.
The Cyclical Nature Of Value Investing
The Electron Global Fund was up 2% for September, bringing its third-quarter return to -1.7% and its year-to-date return to 8.5%. Meanwhile, the MSCI World Utilities Index was down 7.2% for September, 1.7% for the third quarter and 3.3% year to date. The S&P 500 was down 4.8% for September, up 0.2% for the third Read More