Institutional investors typically allocate a portion of their equity portfolios to value stocks, which have underperformed in recent years. This article examines the historical performance of value stocks and discusses whether they may be poised for a rebound. It was written by Eric Elbell, CFA, CAIA, Area Senior Vice President, Director of Research, Gallagher Fiduciary Advisors, LLC, and was published in the June 2019 issue of Benefits Magazine.
Reproduced with permission from Benefits Magazine, Volume 56 Number 6, pages 46-53, June 2019, published by the International Foundation of Employee Benefit Plans (www.ifebp.org), Brookfield, Wisconsin. All rights reserved. Statements or opinions expressed in this article are those of the author and do not necessarily represent the views or positions of the International Foundation, its officers, directors or staff. No further transmission or electronic distribution of this material is permitted.
Disclaimer:
Investment advisory, named and independent fiduciary services are offered through Gallagher Fiduciary Advisors, LLC, an S.E.C. Registered Investment Adviser. Gallagher Fiduciary Advisors, LLC is a single-member, limited-liability company, with Gallagher Benefit Services, Inc. as its single member. Neither Arthur J. Gallagher & Co., Gallagher Fiduciary Advisors, LLC nor their affiliates provide accounting, legal or tax advice.