As you might have heard, so-called value investing has not had a good run. At least from a quantitative standpoint, strategies that aim to buy low-valued stocks (based on metrics such as price-to-earnings or price-to-book) are quite out of favor, as fast growing names, loaded up on intangible capital, have outperformed. So is there any way to resuscitate the concept of value, or do investors just need to wait for the tides to change? On the latest Odd Lots, we speak with Rafe Resendes, a portfolio manager and co-founder of the Applied Finance Group, who argues for another way of reconceptualizing value, beyond just cheapness, in a way that works across market environments.

What do you love about Odd Lots? What topics do you want to see on upcoming episodes? Share your feedback about the show by completing our first-ever listener survey.

As you might have heard, so-called value investing has not had a good run. At least from a quantitative standpoint, strategies that aim to buy low-valued stocks (based on metrics such as price-to-earnings or price-to-book) are quite out of favor, as fast growing names, loaded up on intangible capital, have outperformed. So is there any way to resuscitate the concept of value, or do investors just need to wait for the tides to change? On the latest Odd Lots, we speak with Rafe Resendes, a portfolio manager and co-founder of the Applied Finance Group, who argues for another way of reconceptualizing value, beyond just cheapness, in a way that works across market environments.What do you love about Odd Lots? What topics do you want to see on upcoming episodes? Share your feedback about the show by completing our first-ever listener <a href="https://bmedia.iad1.qualtrics.com/jfe/form/SV_9yHdsRqcuvKgLOK?Segment=podcast">survey</a>.

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Tuesday and Thursday for interviews with the most interesting minds in finance, economics and markets.

Odd Lots

On Bloomberg’s Odd Lots podcast Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets, and economics. Join the conversation every Monday and Thursday. 

On Bloomberg’s Odd Lots podcast Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets, and economics. Join the conversation every Monday and Thursday.

A Value Manager on How Most Value Managers Are Getting It All Wrong

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/dbc75f13-977f-4d01-963c-ae270045c404/transcript

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