BEFORE WE START, WHAT KIND OF INVESTOR ARE YOU?


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    14 February 2023

    After 12 years value is making a comeback. With inflation and interest rates on the rise and growth stocks trading at a significant premium, today’s market conditions provide the ideal backdrop for value to outperform in the year ahead.

    In our three-part Good Value Series, Portfolio Manager Jason Kim discusses the current state of play and where he’s finding opportunities for outperformance.

    Episode 1 : Why value in 2023 and beyond

    In the first episode, Jason talks about current market conditions and why they’re so favourable to value stocks, and reveals his reasons for a huge snapback in 2023.

    14 February 2023

    Jason Kim

    Portfolio Manager
    The big picture: what lies ahead for 2024?

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    5 low P/E stocks with top management teams.

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    3 stocks on the rise (and 2 beaten-down darlings).

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    Cutting through the noise in healthcare.

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    How to invest

    For any enquiries in relation to our products, please contact Investor Services on 1800 034 494.