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The skeptical value investor

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Manage episode 503074850 series 2511131
Content provided by Robeco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Robeco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Growth stocks have outpaced value stocks over the past decade, with growth’s lead particularly clear in the US market. That’s the high-level perspective – which suggests that value investors have been left out in the cold in recent years. But have they. really? Chris Hart, portfolio manager at Boston Partners, discusses what it takes to invest successfully in a world of hype, hyperbole, and very limited forward visibility.

  continue reading

101 episodes

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Manage episode 503074850 series 2511131
Content provided by Robeco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Robeco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Growth stocks have outpaced value stocks over the past decade, with growth’s lead particularly clear in the US market. That’s the high-level perspective – which suggests that value investors have been left out in the cold in recent years. But have they. really? Chris Hart, portfolio manager at Boston Partners, discusses what it takes to invest successfully in a world of hype, hyperbole, and very limited forward visibility.

  continue reading

101 episodes

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