The MacroTourist

The MacroTourist

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The MacroTourist
The MacroTourist
EQUITY INVESTING HAS CHANGED
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EQUITY INVESTING HAS CHANGED

Investors are mistakenly rushing into last decade's winners

Kevin Muir's avatar
Kevin Muir
Apr 13, 2020
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The MacroTourist
The MacroTourist
EQUITY INVESTING HAS CHANGED
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Over the past decade, there is probably no trade that has caused more pain than the incessant bid of growth stocks over value.

Managers who practice the long-forgotten art of buying fundamentally inexpensive stocks have watched in horror as their picks have progressively become cheaper and cheaper, all the while, the increasingly narrowed-breadth mega-…

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